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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 | $42,550 | $99,647-57.3% | $86,439-50.8% | $134,509-68.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -47.09% | 6784.13%-6831.2pp | 4395.55%-4442.6pp | 418.13%-465.2pp |
| Employer contribution / active EE | $14,778 | $4,401+235.8% | $3,769+292.1% | $4,741+211.7% |
| Participant deferral / active EE | $21,755 | $7,246+200.2% | $6,952+212.9% | $6,400+239.9% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |