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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 | $11,791 | $48,570-75.7% | $130,660-91.0% | $72,976-83.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 14.50% | 38.63%-24.1pp | 1709.29%-1694.8pp | 81.02%-66.5pp |
| Employer contribution / active EE | $1,797 | $1,334+34.7% | $4,092-56.1% | $2,440-26.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $190 | $3,549-94.6% | $5,463-96.5% | $5,124-96.3% |