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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 | $23,106 | $90,617-74.5% | $79,476-70.9% | $135,382-82.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.95% | 977.57%-987.5pp | 718.21%-728.2pp | 519.77%-529.7pp |
| Employer contribution / active EE | $1,563 | $3,068-49.0% | $2,800-44.2% | $4,779-67.3% |
| Participant deferral / active EE | $2,152 | $4,050-46.9% | $3,704-41.9% | $5,609-61.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |