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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,922 | $102,385-90.3% | $147,080-93.3% | $80,935-87.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 0.19% | 135.09%-134.9pp | 420.17%-420.0pp | 35.66%-35.5pp |
| Employer contribution / active EE | $5,502 | $3,717+48.0% | $4,933+11.5% | $2,757+99.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12 | $7,951-99.9% | $12,989-99.9% | $6,924-99.8% |