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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 | $124,411 | $514,344-75.8% | $201,582-38.3% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 23.6%-23.6pp | - |
| Annual return | 0.23% | 59.12%-58.9pp | 11.08%-10.9pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $28,418-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $86-100.0% | - |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |