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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 | $20,424 | $90,607-77.5% | $79,467-74.3% | $135,380-84.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.02% | 977.74%-987.8pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,738 | $3,068-10.7% | $2,800-2.2% | $4,779-42.7% |
| Participant deferral / active EE | $12,820 | $4,050+216.5% | $3,704+246.1% | $5,609+128.6% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |