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Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,583 | $99,647+49.1% | $86,439+71.9% | $134,509+10.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.11% | 6784.13%-6807.2pp | 4395.55%-4418.7pp | 418.13%-441.2pp |
| Employer contribution / active EE | $7,391 | $4,401+67.9% | $3,769+96.1% | $4,741+55.9% |
| Participant deferral / active EE | $16,570 | $7,246+128.7% | $6,952+138.4% | $6,400+158.9% |
| Admin fee / account holder | $80 | $8,373-99.0% | $6,732-98.8% | $11,427-99.3% |