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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 | $200,599 | $88,702+126.1% | $81,780+145.3% | $145,978+37.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | -11.93% | 1029.12%-1041.1pp | 776.27%-788.2pp | 550.52%-562.5pp |
| Employer contribution / active EE | $800 | $3,084-74.1% | $2,914-72.5% | $4,662-82.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |