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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 | $397,081 | $90,486+338.8% | $78,676+404.7% | $273,972+44.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.44% | 75.62%-80.1pp | 62.19%-66.6pp | 41.46%-45.9pp |
| Employer contribution / active EE | $7,915 | $3,175+149.3% | $2,850+177.7% | $4,869+62.6% |
| Participant deferral / active EE | $9,313 | $3,901+138.7% | $3,517+164.8% | $5,287+76.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |