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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 | $21,820 | $90,607-75.9% | $79,467-72.5% | $135,380-83.9% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | -11.43% | 977.74%-989.2pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,439 | $3,068-20.5% | $2,800-12.9% | $4,779-49.0% |
| Participant deferral / active EE | $5,047 | $4,050+24.6% | $3,704+36.3% | $5,609-10.0% |
| Admin fee / account holder | $1 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |