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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 | $468 | $29,716-98.4% | $56,077-99.2% | $80,925-99.4% |
| Participation rate | 85.7% | 41.7%+44.0pp | 52.5%+33.2pp | 67.7%+18.1pp |
| Annual return | 10.41% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $384 | $1,228-68.8% | $1,954-80.4% | $4,299-91.1% |
| Admin fee / account holder | $83 | $2,432-96.6% | $2,825-97.1% | $6,940-98.8% |