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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 | $84,628-60.1% | $61,501-45.2% | $134,545-74.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -71.14% | 585.61%-656.7pp | 339.04%-410.2pp | 418.37%-489.5pp |
| Employer contribution / active EE | $11,000 | $1,545+612.1% | $1,160+848.5% | $4,742+132.0% |
| Participant deferral / active EE | $22,000 | $2,819+680.6% | $2,125+935.5% | $6,401+243.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |