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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 | $213,097 | $102,663+107.6% | $86,216+147.2% | $139,466+52.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -9.10% | 1924.52%-1933.6pp | 1169.42%-1178.5pp | 373.66%-382.8pp |
| Employer contribution / active EE | $1,741 | $3,035-42.6% | $2,382-26.9% | $4,754-63.4% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |