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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 | $15,346 | $97,732-84.3% | $83,831-81.7% | $135,380-88.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.04% | 1287.56%-1299.6pp | 850.99%-863.0pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,402 | $4,222-43.1% | $3,631-33.9% | $4,779-49.7% |
| Participant deferral / active EE | $4,880 | $4,683+4.2% | $4,082+19.5% | $5,609-13.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |