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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 | $150,863 | $99,079+52.3% | $78,002+93.4% | $273,972-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.28% | 217.93%-219.2pp | 425.99%-427.3pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,860 | $3,308-43.8% | $2,470-24.7% | $4,869-61.8% |
| Participant deferral / active EE | $5,759 | $4,306+33.7% | $3,497+64.7% | $5,287+8.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |