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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 | $31,895 | $97,732-67.4% | $83,831-62.0% | $135,380-76.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -20.97% | 1287.56%-1308.5pp | 850.99%-872.0pp | 519.81%-540.8pp |
| Employer contribution / active EE | $22,483 | $4,222+432.5% | $3,631+519.2% | $4,779+370.5% |
| Participant deferral / active EE | $4,474 | $4,683-4.5% | $4,082+9.6% | $5,609-20.2% |
| Admin fee / account holder | $214 | $6,675-96.8% | $5,479-96.1% | $10,828-98.0% |