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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 | $1,134 | $29,716-96.2% | $56,077-98.0% | $80,925-98.6% |
| Participation rate | 81.3% | 41.7%+39.6pp | 52.5%+28.8pp | 67.7%+13.6pp |
| Annual return | 9.72% | 35.30%-25.6pp | 1709.28%-1699.6pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $289 | $1,228-76.5% | $1,954-85.2% | $4,299-93.3% |
| Admin fee / account holder | $8 | $2,432-99.7% | $2,825-99.7% | $6,940-99.9% |