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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 | $365,933 | $167,362+118.6% | $143,799+154.5% | $134,532+172.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.14% | 0.47%-25.6pp | -0.04%-25.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $4,948 | $5,620-12.0% | $4,952-0.1% | $4,741+4.4% |
| Participant deferral / active EE | $18,427 | $6,447+185.8% | $5,638+226.8% | $6,401+187.9% |
| Admin fee / account holder | $38 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |