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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 | $14,840 | $104,106-85.7% | $71,086-79.1% | $135,382-89.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -14.03% | 1256.30%-1270.3pp | 650.59%-664.6pp | 519.77%-533.8pp |
| Employer contribution / active EE | $1,874 | $1,485+26.2% | $1,088+72.3% | $4,779-60.8% |
| Participant deferral / active EE | $4,708 | $2,527+86.3% | $1,874+151.2% | $5,609-16.1% |
| Admin fee / account holder | $8 | $4,142-99.8% | $3,082-99.7% | $10,829-99.9% |