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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 | $1,274 | $53,063-97.6% | $124,206-99.0% | $82,637-98.5% |
| Participation rate | 72.9% | 58.4%+14.5pp | 69.6%+3.3pp | 68.1%+4.9pp |
| Annual return | 8.02% | 68.87%-60.9pp | 515.27%-507.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $712 | $2,644-73.1% | $3,968-82.0% | $4,126-82.7% |
| Admin fee / account holder | $236 | $4,281-94.5% | $5,929-96.0% | $7,339-96.8% |