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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 | $13,585 | $99,031-86.3% | $86,597-84.3% | $147,585-90.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -79.88% | 1312.56%-1392.4pp | 964.96%-1044.8pp | 578.57%-658.5pp |
| Employer contribution / active EE | $1,619 | $3,132-48.3% | $2,840-43.0% | $4,876-66.8% |
| Participant deferral / active EE | $2,931 | $3,972-26.2% | $3,609-18.8% | $5,439-46.1% |
| Admin fee / account holder | $19 | $5,711-99.7% | $4,906-99.6% | $10,885-99.8% |