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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 | $7,137 | $84,551-91.6% | $61,452-88.4% | $134,532-94.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -26.92% | 585.39%-612.3pp | 338.96%-365.9pp | 418.27%-445.2pp |
| Employer contribution / active EE | $2,500 | $1,545+61.8% | $1,160+115.6% | $4,741-47.3% |
| Participant deferral / active EE | $2,655 | $2,818-5.8% | $2,125+25.0% | $6,401-58.5% |
| Admin fee / account holder | $21 | $2,587-99.2% | $2,131-99.0% | $11,429-99.8% |