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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 | $289,924 | $171,867+68.7% | $149,721+93.6% | $147,586+96.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -0.22% | 2113.36%-2113.6pp | 1501.67%-1501.9pp | 578.59%-578.8pp |
| Employer contribution / active EE | $9,338 | $6,275+48.8% | $5,444+71.5% | $4,876+91.5% |
| Participant deferral / active EE | $10,948 | $7,270+50.6% | $6,568+66.7% | $5,439+101.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |