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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 | $36,225 | $90,606-60.0% | $79,466-54.4% | $135,379-73.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.76% | 977.69%-990.5pp | 718.28%-731.0pp | 519.79%-532.5pp |
| Employer contribution / active EE | $8,761 | $3,068+185.6% | $2,800+212.9% | $4,779+83.3% |
| Participant deferral / active EE | $3,625 | $4,050-10.5% | $3,704-2.1% | $5,609-35.4% |
| Admin fee / account holder | $277 | $5,895-95.3% | $5,104-94.6% | $10,828-97.4% |