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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 | $49,033 | $185,225-73.5% | $142,898-65.7% | $167,536-70.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -3.57% | 8558.12%-8561.7pp | 5639.64%-5643.2pp | 478.82%-482.4pp |
| Employer contribution / active EE | $2,333 | $5,607-58.4% | $4,146-43.7% | $4,839-51.8% |
| Participant deferral / active EE | $2,132 | $4,496-52.6% | $3,838-44.5% | $6,342-66.4% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |