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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 | $31,035 | $90,606-65.7% | $79,466-60.9% | $135,379-77.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.97% | 977.69%-989.7pp | 718.28%-730.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $2,013 | $3,068-34.4% | $2,800-28.1% | $4,779-57.9% |
| Participant deferral / active EE | $3,983 | $4,050-1.7% | $3,704+7.5% | $5,609-29.0% |
| Admin fee / account holder | $190 | $5,895-96.8% | $5,104-96.3% | $10,828-98.2% |