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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 | $12,748 | $63,346-79.9% | $92,239-86.2% | $70,124-81.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.69% | 530.19%-523.5pp | 176.29%-169.6pp | 73.14%-66.5pp |
| Employer contribution / active EE | $3,940 | $2,471+59.4% | $3,680+7.1% | $2,342+68.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $74 | $3,841-98.1% | $5,194-98.6% | $4,645-98.4% |