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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 | $453,681 | $111,814+305.7% | $103,378+338.9% | $145,978+210.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -22.73% | 24.80%-47.5pp | 24.91%-47.6pp | 550.52%-573.2pp |
| Employer contribution / active EE | $2,500 | $4,215-40.7% | $3,870-35.4% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13 | $9,764-99.9% | $8,401-99.9% | $13,400-99.9% |