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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 | $94,219 | $97,732-3.6% | $83,831+12.4% | $135,380-30.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.22% | 1287.56%-1297.8pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $7,763 | $4,222+83.9% | $3,631+113.8% | $4,779+62.4% |
| Participant deferral / active EE | $16,767 | $4,683+258.1% | $4,082+310.8% | $5,609+198.9% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |