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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 | $54,958 | $76,634-28.3% | $56,054-2.0% | $145,978-62.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.0pp |
| Annual return | -9.25% | 3004.33%-3013.6pp | 1705.95%-1715.2pp | 550.52%-559.8pp |
| Employer contribution / active EE | $1,232 | $1,380-10.8% | $1,039+18.6% | $4,662-73.6% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $68 | $3,321-98.0% | $2,822-97.6% | $13,400-99.5% |