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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 | $127,351 | $99,668+27.8% | $86,451+47.3% | $134,545-5.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.19% | 6789.61%-6812.8pp | 4398.51%-4421.7pp | 418.37%-441.6pp |
| Employer contribution / active EE | $2,190 | $4,403-50.3% | $3,770-41.9% | $4,742-53.8% |
| Participant deferral / active EE | $3,657 | $7,249-49.5% | $6,953-47.4% | $6,401-42.9% |
| Admin fee / account holder | $189 | $8,377-97.7% | $6,734-97.2% | $11,431-98.3% |