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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 | $36,588 | $76,522-52.2% | $56,033-34.7% | $145,884-74.9% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | -1.13% | 3014.28%-3015.4pp | 1711.38%-1712.5pp | 551.85%-553.0pp |
| Employer contribution / active EE | $470 | $1,382-66.0% | $1,041-54.9% | $4,662-89.9% |
| Participant deferral / active EE | $6,571 | $2,624+150.4% | $1,954+236.3% | $6,690-1.8% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |