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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 | $88,778+126.0% | $81,844+145.1% | $145,884+37.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | -11.93% | 1033.03%-1045.0pp | 778.87%-790.8pp | 551.85%-563.8pp |
| Employer contribution / active EE | $800 | $3,087-74.1% | $2,916-72.6% | $4,662-82.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |