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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 | $64,132 | $97,732-34.4% | $83,831-23.5% | $135,380-52.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.47% | 1287.56%-1300.0pp | 850.99%-863.5pp | 519.81%-532.3pp |
| Employer contribution / active EE | $14,442 | $4,222+242.1% | $3,631+297.7% | $4,779+202.2% |
| Participant deferral / active EE | $11,992 | $4,683+156.1% | $4,082+193.8% | $5,609+113.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |