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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 | $18,069 | $84,464-78.6% | $61,399-70.6% | $134,509-86.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -260.65% | 585.06%-845.7pp | 338.81%-599.5pp | 418.13%-678.8pp |
| Employer contribution / active EE | $1,181 | $1,545-23.5% | $1,159+1.9% | $4,741-75.1% |
| Participant deferral / active EE | $19,121 | $2,818+578.5% | $2,124+800.1% | $6,400+198.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |