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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 | $379,726 | $180,459+110.4% | $154,108+146.4% | $135,380+180.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -27.80% | 888.21%-916.0pp | 735.21%-763.0pp | 519.81%-547.6pp |
| Employer contribution / active EE | $1,916 | $6,035-68.3% | $5,298-63.8% | $4,779-59.9% |
| Participant deferral / active EE | $7,000 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $53 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |