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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 | $973,475 | $115,796+740.7% | $101,264+861.3% | $158,950+512.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -5.29% | 56.15%-61.4pp | 46.48%-51.8pp | 302.91%-308.2pp |
| Employer contribution / active EE | $5,000 | $4,175+19.8% | $3,660+36.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |