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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 | $21,299 | $97,732-78.2% | $83,831-74.6% | $135,380-84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.84% | 1287.56%-1305.4pp | 850.99%-868.8pp | 519.81%-537.6pp |
| Employer contribution / active EE | $12,973 | $4,222+207.3% | $3,631+257.3% | $4,779+171.5% |
| Participant deferral / active EE | $3,541 | $4,683-24.4% | $4,082-13.3% | $5,609-36.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |