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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 | $459,187 | $138,102+232.5% | $125,381+266.2% | $134,532+241.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.77% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.0pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,815+3.8% | $4,741+5.5% |
| Participant deferral / active EE | $18,164 | $7,801+132.9% | $7,448+143.9% | $6,401+183.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |