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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 | $58,483 | $97,732-40.2% | $83,831-30.2% | $135,380-56.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.64% | 1287.56%-1298.2pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $18,648 | $4,222+341.7% | $3,631+413.6% | $4,779+290.2% |
| Participant deferral / active EE | $16,458 | $4,683+251.5% | $4,082+303.2% | $5,609+193.4% |
| Admin fee / account holder | $190 | $6,675-97.2% | $5,479-96.5% | $10,828-98.2% |