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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 | $34,808 | $90,607-61.6% | $79,467-56.2% | $135,380-74.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.32% | 977.74%-988.1pp | 718.30%-728.6pp | 519.81%-530.1pp |
| Employer contribution / active EE | $4,620 | $3,068+50.6% | $2,800+65.0% | $4,779-3.3% |
| Participant deferral / active EE | $6,435 | $4,050+58.9% | $3,704+73.7% | $5,609+14.7% |
| Admin fee / account holder | $160 | $5,895-97.3% | $5,104-96.9% | $10,828-98.5% |