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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 | $23,548 | $106,557-77.9% | $91,227-74.2% | $134,545-82.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.28% | 160.81%-183.1pp | 114.14%-136.4pp | 418.37%-440.7pp |
| Employer contribution / active EE | $6,225 | $3,332+86.8% | $2,851+118.3% | $4,742+31.3% |
| Participant deferral / active EE | $12,105 | $4,719+156.5% | $4,234+185.9% | $6,401+89.1% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |