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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 | $47,276 | $97,761-51.6% | $83,850-43.6% | $135,382-65.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.55% | 1287.44%-1299.0pp | 850.92%-862.5pp | 519.77%-531.3pp |
| Employer contribution / active EE | $1,343 | $4,222-68.2% | $3,631-63.0% | $4,779-71.9% |
| Participant deferral / active EE | $3,155 | $4,682-32.6% | $4,082-22.7% | $5,609-43.8% |
| Admin fee / account holder | $195 | $6,674-97.1% | $5,478-96.4% | $10,829-98.2% |