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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 | $92,600 | $289,682-68.0% | $362,723-74.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | - |
| Annual return | 1.05% | 43.80%-42.7pp | 10.56%-9.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,197-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $33-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,168-100.0% | - |