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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 | $6,187 | $84,551-92.7% | $61,452-89.9% | $134,532-95.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -34.59% | 585.39%-620.0pp | 338.96%-373.5pp | 418.27%-452.9pp |
| Employer contribution / active EE | $2,042 | $1,545+32.2% | $1,160+76.1% | $4,741-56.9% |
| Participant deferral / active EE | $2,791 | $2,818-1.0% | $2,125+31.4% | $6,401-56.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |