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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 | $69,399 | $84,685-18.1% | $73,836-6.0% | $125,389-44.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.82% | 3123.80%-3129.6pp | 2268.06%-2273.9pp | 282.24%-288.1pp |
| Employer contribution / active EE | $2,595 | $3,123-16.9% | $2,787-6.9% | $4,866-46.7% |
| Participant deferral / active EE | $6,000 | $3,993+50.3% | $3,583+67.5% | $5,352+12.1% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |