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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 | $29,330 | $97,729-70.0% | $83,830-65.0% | $135,379-78.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.52% | 1287.52%-1298.0pp | 850.97%-861.5pp | 519.79%-530.3pp |
| Employer contribution / active EE | $17,250 | $4,222+308.6% | $3,631+375.1% | $4,779+261.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $51 | $6,674-99.2% | $5,479-99.1% | $10,828-99.5% |