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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 | $402,122 | $138,102+191.2% | $125,381+220.7% | $134,532+198.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.42% | 750.73%-781.1pp | 572.31%-602.7pp | 418.27%-448.7pp |
| Employer contribution / active EE | $1,698 | $5,245-67.6% | $4,815-64.7% | $4,741-64.2% |
| Participant deferral / active EE | $35,286 | $7,801+352.4% | $7,448+373.8% | $6,401+451.3% |
| Admin fee / account holder | $93 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |