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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 | $111,430 | $100,895+10.4% | $90,430+23.2% | $158,950-29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -19.86% | 1725.54%-1745.4pp | 1293.73%-1313.6pp | 302.91%-322.8pp |
| Employer contribution / active EE | $1,667 | $3,689-54.8% | $3,262-48.9% | $4,762-65.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |