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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 | $96,008 | $109,905-12.6% | $98,506-2.5% | $167,553-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -8.45% | 1960.20%-1968.7pp | 1494.92%-1503.4pp | 478.89%-487.3pp |
| Employer contribution / active EE | $15,842 | $3,226+391.1% | $2,961+435.0% | $4,840+227.3% |
| Participant deferral / active EE | $13,000 | $4,674+178.1% | $4,277+204.0% | $6,343+105.0% |
| Admin fee / account holder | $20 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |