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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 | $28,086 | $82,630-66.0% | $64,105-56.2% | $125,388-77.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.09% | 1489.72%-1494.8pp | 791.24%-796.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $11,665 | $2,671+336.7% | $1,820+541.0% | $4,866+139.7% |
| Participant deferral / active EE | $3,180 | $3,608-11.9% | $2,822+12.7% | $5,352-40.6% |
| Admin fee / account holder | $153 | $6,382-97.6% | $4,499-96.6% | $9,541-98.4% |