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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 | $71,992 | $138,102-47.9% | $125,381-42.6% | $134,532-46.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.29% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,297 | $7,801-57.7% | $7,448-55.7% | $6,401-48.5% |
| Admin fee / account holder | $101 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |