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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 | $14,585 | $92,766-84.3% | $82,763-82.4% | $134,545-89.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -44.64% | 946.97%-991.6pp | 702.45%-747.1pp | 418.37%-463.0pp |
| Employer contribution / active EE | $4,971 | $3,273+51.9% | $3,008+65.2% | $4,742+4.8% |
| Participant deferral / active EE | $8,184 | $4,802+70.4% | $4,395+86.2% | $6,401+27.8% |
| Admin fee / account holder | $36 | $5,978-99.4% | $5,325-99.3% | $11,431-99.7% |