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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 | $22,032 | $95,979-77.0% | $74,551-70.4% | $135,380-83.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -34.39% | 56.97%-91.4pp | 32.53%-66.9pp | 519.81%-554.2pp |
| Employer contribution / active EE | $7,072 | $2,716+160.3% | $1,961+260.6% | $4,779+48.0% |
| Participant deferral / active EE | $3,083 | $3,844-19.8% | $3,108-0.8% | $5,609-45.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |