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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 | $54,752 | $90,607-39.6% | $79,467-31.1% | $135,380-59.6% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -9.99% | 977.74%-987.7pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,037 | $3,068-33.6% | $2,800-27.3% | $4,779-57.4% |
| Participant deferral / active EE | $2,828 | $4,050-30.2% | $3,704-23.7% | $5,609-49.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |