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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 | $70,949 | $99,644-28.8% | $86,438-17.9% | $134,532-47.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.60% | 6787.26%-6811.9pp | 4397.19%-4421.8pp | 418.27%-442.9pp |
| Employer contribution / active EE | $40,500 | $4,402+820.0% | $3,769+974.4% | $4,741+754.2% |
| Participant deferral / active EE | $20,500 | $7,247+182.9% | $6,952+194.9% | $6,401+220.3% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |