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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 | $1,537,728 | $99,079+1452.0% | $78,002+1871.4% | $273,972+461.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -4.29% | 217.93%-222.2pp | 425.99%-430.3pp | 41.46%-45.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,086 | $4,306+64.6% | $3,497+102.6% | $5,287+34.0% |
| Admin fee / account holder | $118 | $8,954-98.7% | $5,481-97.8% | $10,133-98.8% |