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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 | $238,987 | $68,097+250.9% | $62,929+279.8% | $137,256+74.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | -10.66% | 1859.11%-1869.8pp | 1063.93%-1074.6pp | 220.34%-231.0pp |
| Employer contribution / active EE | $539 | $2,811-80.8% | $2,505-78.5% | $4,156-87.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |