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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 | $127,600 | $76,608+66.6% | $56,077+127.5% | $145,877-12.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -9.35% | 3009.59%-3018.9pp | 1709.28%-1718.6pp | 551.28%-560.6pp |
| Employer contribution / active EE | $3,640 | $1,382+163.5% | $1,040+249.9% | $4,663-21.9% |
| Participant deferral / active EE | $5,460 | $2,624+108.1% | $1,954+179.4% | $6,691-18.4% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |