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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 | $309,785 | $135,645+128.4% | $110,243+181.0% | $135,380+128.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -9.88% | 513.24%-523.1pp | 314.76%-324.6pp | 519.81%-529.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,500 | $5,507-54.6% | $4,672-46.5% | $5,609-55.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |