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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 | $2,756 | $84,551-96.7% | $61,452-95.5% | $134,532-98.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -28.10% | 585.39%-613.5pp | 338.96%-367.1pp | 418.27%-446.4pp |
| Employer contribution / active EE | $793 | $1,545-48.7% | $1,160-31.6% | $4,741-83.3% |
| Participant deferral / active EE | $1,306 | $2,818-53.7% | $2,125-38.5% | $6,401-79.6% |
| Admin fee / account holder | $8 | $2,587-99.7% | $2,131-99.6% | $11,429-99.9% |