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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 | $44,850 | $84,551-47.0% | $61,452-27.0% | $134,532-66.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -31.17% | 585.39%-616.6pp | 338.96%-370.1pp | 418.27%-449.4pp |
| Employer contribution / active EE | $3,472 | $1,545+124.8% | $1,160+199.4% | $4,741-26.8% |
| Participant deferral / active EE | $23,750 | $2,818+742.7% | $2,125+1017.9% | $6,401+271.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |