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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 | $167,447 | $84,628+97.9% | $61,501+172.3% | $134,545+24.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -28.20% | 585.61%-613.8pp | 339.04%-367.2pp | 418.37%-446.6pp |
| Employer contribution / active EE | $12,515 | $1,545+710.1% | $1,160+979.1% | $4,742+163.9% |
| Participant deferral / active EE | $7,168 | $2,819+154.3% | $2,125+237.4% | $6,401+12.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |