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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 | $352,710 | $100,792+249.9% | $86,691+306.9% | $134,509+162.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.72% | 29.08%-49.8pp | 35.94%-56.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $13,460 | $3,491+285.6% | $2,837+374.5% | $4,741+183.9% |
| Participant deferral / active EE | $12,076 | $5,339+126.2% | $4,656+159.4% | $6,400+88.7% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |