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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 | $10,596 | $92,743-88.6% | $82,744-87.2% | $134,532-92.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.70% | 946.63%-979.3pp | 702.22%-734.9pp | 418.27%-451.0pp |
| Employer contribution / active EE | $1,017 | $3,273-68.9% | $3,008-66.2% | $4,741-78.5% |
| Participant deferral / active EE | $6,259 | $4,802+30.4% | $4,395+42.4% | $6,401-2.2% |
| Admin fee / account holder | $100 | $5,977-98.3% | $5,325-98.1% | $11,429-99.1% |