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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 | $162,971 | $97,761+66.7% | $83,850+94.4% | $135,382+20.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.93% | 1287.44%-1298.4pp | 850.92%-861.9pp | 519.77%-530.7pp |
| Employer contribution / active EE | $9,848 | $4,222+133.3% | $3,631+171.2% | $4,779+106.1% |
| Participant deferral / active EE | $7,318 | $4,682+56.3% | $4,082+79.3% | $5,609+30.5% |
| Admin fee / account holder | $4 | $6,674-99.9% | $5,478-99.9% | $10,829-100.0% |