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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 | $21,516 | $97,732-78.0% | $83,831-74.3% | $135,380-84.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.46% | 1287.56%-1298.0pp | 850.99%-861.5pp | 519.81%-530.3pp |
| Employer contribution / active EE | $3,275 | $4,222-22.4% | $3,631-9.8% | $4,779-31.5% |
| Participant deferral / active EE | $6,322 | $4,683+35.0% | $4,082+54.9% | $5,609+12.7% |
| Admin fee / account holder | $25 | $6,675-99.6% | $5,479-99.5% | $10,828-99.8% |