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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 | $12,236 | $90,617-86.5% | $79,476-84.6% | $135,382-91.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.47% | 977.57%-994.0pp | 718.21%-734.7pp | 519.77%-536.2pp |
| Employer contribution / active EE | $1,317 | $3,068-57.1% | $2,800-53.0% | $4,779-72.4% |
| Participant deferral / active EE | $3,815 | $4,050-5.8% | $3,704+3.0% | $5,609-32.0% |
| Admin fee / account holder | $160 | $5,907-97.3% | $5,113-96.9% | $10,829-98.5% |