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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 | $42,999 | $97,732-56.0% | $83,831-48.7% | $135,380-68.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.78% | 1287.56%-1298.3pp | 850.99%-861.8pp | 519.81%-530.6pp |
| Employer contribution / active EE | $9,550 | $4,222+126.2% | $3,631+163.0% | $4,779+99.8% |
| Participant deferral / active EE | $6,580 | $4,683+40.5% | $4,082+61.2% | $5,609+17.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |