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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 | $51,030 | $97,732-47.8% | $83,831-39.1% | $135,380-62.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.16% | 1287.56%-1297.7pp | 850.99%-861.1pp | 519.81%-530.0pp |
| Employer contribution / active EE | $5,909 | $4,222+40.0% | $3,631+62.7% | $4,779+23.6% |
| Participant deferral / active EE | $7,071 | $4,683+51.0% | $4,082+73.2% | $5,609+26.1% |
| Admin fee / account holder | $252 | $6,675-96.2% | $5,479-95.4% | $10,828-97.7% |