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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 | $39,014 | $161,852-75.9% | $92,240-57.7% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 0.02% | 7.35%-7.3pp | 176.29%-176.3pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,680-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $0 | $7,254-100.0% | $5,194-100.0% | - |