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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 | $76,522-28.2% | $56,033-1.9% | $145,884-62.3% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | -9.25% | 3014.28%-3023.5pp | 1711.38%-1720.6pp | 551.85%-561.1pp |
| Employer contribution / active EE | $1,232 | $1,382-10.9% | $1,041+18.3% | $4,662-73.6% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $68 | $3,328-98.0% | $2,827-97.6% | $13,392-99.5% |