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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 | $650,813 | $138,114+371.2% | $125,391+419.0% | $134,545+383.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.10% | 750.88%-775.0pp | 572.41%-596.5pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,755 | $5,246-47.5% | $4,816-42.8% | $4,742-41.9% |
| Participant deferral / active EE | $18,675 | $7,801+139.4% | $7,448+150.7% | $6,401+191.7% |
| Admin fee / account holder | $237 | $11,570-98.0% | $10,009-97.6% | $11,431-97.9% |