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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 | $21,038 | $99,668-78.9% | $86,451-75.7% | $134,545-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.40% | 6789.61%-6812.0pp | 4398.51%-4420.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,402 | $4,403-45.4% | $3,770-36.3% | $4,742-49.3% |
| Participant deferral / active EE | $10,351 | $7,249+42.8% | $6,953+48.9% | $6,401+61.7% |
| Admin fee / account holder | $63 | $8,377-99.2% | $6,734-99.1% | $11,431-99.4% |