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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 | $351,844 | $135,956+158.8% | $123,894+184.0% | $273,972+28.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.61% | 56.63%-57.2pp | 47.52%-48.1pp | 41.46%-42.1pp |
| Employer contribution / active EE | $17,500 | $5,170+238.5% | $4,617+279.1% | $4,869+259.4% |
| Participant deferral / active EE | $12,675 | $6,343+99.8% | $5,984+111.8% | $5,287+139.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |