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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 | $77,447 | $96,678-19.9% | $86,640-10.6% | $139,466-44.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -40.66% | 106.69%-147.3pp | 592.52%-633.2pp | 373.66%-414.3pp |
| Employer contribution / active EE | $3,829 | $3,265+17.3% | $3,024+26.6% | $4,754-19.5% |
| Participant deferral / active EE | $13,587 | $4,837+180.9% | $4,438+206.1% | $6,712+102.4% |
| Admin fee / account holder | $164 | $6,410-97.4% | $5,616-97.1% | $11,409-98.6% |