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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 | $50,575 | $152,597-66.9% | $117,533-57.0% | $134,532-62.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -1775.32% | 53.04%-1828.4pp | 29.77%-1805.1pp | 418.27%-2193.6pp |
| Employer contribution / active EE | $26,000 | $5,576+366.3% | $4,179+522.1% | $4,741+448.4% |
| Participant deferral / active EE | $27,222 | $4,821+464.7% | $4,072+568.5% | $6,401+325.3% |
| Admin fee / account holder | $118 | $7,007-98.3% | $5,647-97.9% | $11,429-99.0% |