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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 | $31,445 | $97,729-67.8% | $83,830-62.5% | $135,379-76.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -29.90% | 1287.52%-1317.4pp | 850.97%-880.9pp | 519.79%-549.7pp |
| Employer contribution / active EE | $16,688 | $4,222+295.3% | $3,631+359.6% | $4,779+249.2% |
| Participant deferral / active EE | $7,924 | $4,683+69.2% | $4,082+94.1% | $5,609+41.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |