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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 | $93,146 | $114,093-18.4% | $96,171-3.1% | $167,536-44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -24.53% | 190.00%-214.5pp | 192.04%-216.6pp | 478.82%-503.3pp |
| Employer contribution / active EE | $1,394 | $3,429-59.4% | $2,799-50.2% | $4,839-71.2% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |