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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 | $28,340 | $96,691-70.7% | $86,656-67.3% | $139,487-79.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.81% | 106.87%-101.1pp | 593.09%-587.3pp | 373.84%-368.0pp |
| Employer contribution / active EE | $2,714 | $3,267-16.9% | $3,025-10.3% | $4,755-42.9% |
| Participant deferral / active EE | $11,926 | $4,838+146.5% | $4,439+168.7% | $6,713+77.7% |
| Admin fee / account holder | $136 | $6,414-97.9% | $5,619-97.6% | $11,407-98.8% |