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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 | $502,136 | $75,978+560.9% | $73,835+580.1% | - |
| Participation rate | 0.0% | 59.4%-59.4pp | 73.4%-73.4pp | - |
| Annual return | -13.09% | -3.82%-9.3pp | 2268.13%-2281.2pp | - |
| Employer contribution / active EE | $0 | $1,686-100.0% | $2,788-100.0% | - |
| Participant deferral / active EE | $0 | $2,729-100.0% | $3,583-100.0% | - |
| Admin fee / account holder | $0 | $4,229-100.0% | $4,880-100.0% | - |