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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 | $50,496 | $104,106-51.5% | $71,086-29.0% | $135,382-62.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -16.16% | 1256.30%-1272.5pp | 650.59%-666.7pp | 519.77%-535.9pp |
| Employer contribution / active EE | $12,398 | $1,485+734.9% | $1,088+1039.8% | $4,779+159.4% |
| Participant deferral / active EE | $18,500 | $2,527+632.1% | $1,874+887.1% | $5,609+229.8% |
| Admin fee / account holder | $19 | $4,142-99.5% | $3,082-99.4% | $10,829-99.8% |