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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 | $40,690 | $97,732-58.4% | $83,831-51.5% | $135,380-69.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.52% | 1287.56%-1302.1pp | 850.99%-865.5pp | 519.81%-534.3pp |
| Employer contribution / active EE | $10,028 | $4,222+137.5% | $3,631+176.2% | $4,779+109.8% |
| Participant deferral / active EE | $10,312 | $4,683+120.2% | $4,082+152.6% | $5,609+83.9% |
| Admin fee / account holder | $4 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |