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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 | $12,501 | $104,116-88.0% | $71,089-82.4% | $135,380-90.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -12.50% | 1256.51%-1269.0pp | 650.65%-663.1pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,925 | $1,485+29.6% | $1,088+77.0% | $4,779-59.7% |
| Participant deferral / active EE | $4,782 | $2,524+89.5% | $1,873+155.4% | $5,609-14.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |