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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 | $58,874 | $90,607-35.0% | $79,467-25.9% | $135,380-56.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -25.47% | 977.74%-1003.2pp | 718.30%-743.8pp | 519.81%-545.3pp |
| Employer contribution / active EE | $1,160 | $3,068-62.2% | $2,800-58.6% | $4,779-75.7% |
| Participant deferral / active EE | $15,915 | $4,050+292.9% | $3,704+329.7% | $5,609+183.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |