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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 | $57,972 | $90,607-36.0% | $79,467-27.0% | $135,380-57.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.00% | 977.74%-989.7pp | 718.30%-730.3pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,257 | $3,068-26.4% | $2,800-19.4% | $4,779-52.8% |
| Participant deferral / active EE | $8,136 | $4,050+100.9% | $3,704+119.7% | $5,609+45.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |