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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 | $66,315 | $82,630-19.7% | $64,105+3.4% | $125,389-47.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.09% | 1489.72%-1495.8pp | 791.24%-797.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $8,545 | $2,671+219.9% | $1,820+369.5% | $4,866+75.6% |
| Participant deferral / active EE | $9,000 | $3,608+149.4% | $2,822+219.0% | $5,352+68.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |