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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 | $3,082 | $84,551-96.4% | $61,452-95.0% | $134,532-97.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -35.09% | 585.39%-620.5pp | 338.96%-374.0pp | 418.27%-453.4pp |
| Employer contribution / active EE | $1,052 | $1,545-31.9% | $1,160-9.3% | $4,741-77.8% |
| Participant deferral / active EE | $1,749 | $2,818-37.9% | $2,125-17.7% | $6,401-72.7% |
| Admin fee / account holder | $18 | $2,587-99.3% | $2,131-99.1% | $11,429-99.8% |