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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,832 | $167,522+133.3% | $151,639+157.7% | $134,532+190.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.18% | 7.81%-40.0pp | 3.34%-35.5pp | 418.27%-450.4pp |
| Employer contribution / active EE | $4,946 | $6,828-27.6% | $6,165-19.8% | $4,741+4.3% |
| Participant deferral / active EE | $17,781 | $8,986+97.9% | $8,363+112.6% | $6,401+177.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |