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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 | $76,519+226.0% | $56,025+345.2% | $145,897+71.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -21.38% | 3017.03%-3038.4pp | 1712.69%-1734.1pp | 552.29%-573.7pp |
| Employer contribution / active EE | $1,000 | $1,383-27.7% | $1,042-4.0% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27 | $3,331-99.2% | $2,828-99.0% | $13,390-99.8% |