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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 | $42,396 | $97,732-56.6% | $83,831-49.4% | $135,380-68.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.84% | 1287.56%-1301.4pp | 850.99%-864.8pp | 519.81%-533.6pp |
| Employer contribution / active EE | $5,133 | $4,222+21.6% | $3,631+41.4% | $4,779+7.4% |
| Participant deferral / active EE | $22,500 | $4,683+380.5% | $4,082+451.2% | $5,609+301.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |