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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 | $24,545 | $84,628-71.0% | $61,501-60.1% | $134,545-81.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.00% | 585.61%-607.6pp | 339.04%-361.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,295 | $1,545+48.6% | $1,160+97.9% | $4,742-51.6% |
| Participant deferral / active EE | $12,508 | $2,819+343.8% | $2,125+488.7% | $6,401+95.4% |
| Admin fee / account holder | $152 | $2,587-94.1% | $2,132-92.9% | $11,431-98.7% |