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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 | $33,727 | $84,464-60.1% | $61,399-45.1% | $134,509-74.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -71.14% | 585.06%-656.2pp | 338.81%-410.0pp | 418.13%-489.3pp |
| Employer contribution / active EE | $11,000 | $1,545+612.2% | $1,159+848.7% | $4,741+132.0% |
| Participant deferral / active EE | $22,000 | $2,818+680.7% | $2,124+935.6% | $6,400+243.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |