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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 | $108,011 | $92,743+16.5% | $82,744+30.5% | $134,532-19.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.46% | 946.63%-974.1pp | 702.22%-729.7pp | 418.27%-445.7pp |
| Employer contribution / active EE | $2,017 | $3,273-38.4% | $3,008-32.9% | $4,741-57.5% |
| Participant deferral / active EE | $18,229 | $4,802+279.6% | $4,395+314.8% | $6,401+184.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |