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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 | $14,765 | $92,743-84.1% | $82,744-82.2% | $134,532-89.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.90% | 946.63%-972.5pp | 702.22%-728.1pp | 418.27%-444.2pp |
| Employer contribution / active EE | $2,490 | $3,273-23.9% | $3,008-17.2% | $4,741-47.5% |
| Participant deferral / active EE | $9,089 | $4,802+89.3% | $4,395+106.8% | $6,401+42.0% |
| Admin fee / account holder | $9 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |