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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 | $253,275 | $106,557+137.7% | $91,227+177.6% | $134,545+88.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.68% | 160.81%-183.5pp | 114.14%-136.8pp | 418.37%-441.0pp |
| Employer contribution / active EE | $14,444 | $3,332+333.5% | $2,851+406.6% | $4,742+204.6% |
| Participant deferral / active EE | $10,911 | $4,719+131.2% | $4,234+157.7% | $6,401+70.5% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |