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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 | $44,653 | $88,603-49.6% | $69,890-36.1% | $134,545-66.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.48% | 442.93%-464.4pp | 190.84%-212.3pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,440 | $3,236-55.5% | $2,560-43.8% | $4,742-69.6% |
| Participant deferral / active EE | $24,960 | $4,771+423.2% | $3,848+548.6% | $6,401+289.9% |
| Admin fee / account holder | $144 | $10,443-98.6% | $6,267-97.7% | $11,431-98.7% |