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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 | $591,814 | $197,819+199.2% | $155,789+279.9% | $125,389+372.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.20% | 86.73%-90.9pp | 71.54%-75.7pp | 282.24%-286.4pp |
| Employer contribution / active EE | $15,668 | $4,850+223.0% | $3,839+308.2% | $4,866+222.0% |
| Participant deferral / active EE | $17,280 | $5,631+206.9% | $4,798+260.2% | $5,352+222.9% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |