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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 | $10,687 | $106,005-89.9% | $92,239-88.4% | $147,585-92.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.28% | 50.05%-40.8pp | 176.29%-167.0pp | 578.58%-569.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,620 | $4,478-19.2% | $3,897-7.1% | $5,439-33.4% |
| Admin fee / account holder | $29 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |