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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 | $249,432 | $76,785+224.8% | $56,441+341.9% | $145,959+70.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -21.38% | 3000.51%-3021.9pp | 1704.21%-1725.6pp | 561.95%-583.3pp |
| Employer contribution / active EE | $1,000 | $1,381-27.6% | $1,039-3.8% | $4,661-78.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27 | $3,334-99.2% | $2,829-99.0% | $13,398-99.8% |