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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 | $255,313 | $165,399+54.4% | $149,745+70.5% | $158,982+60.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.48% | 348.34%-356.8pp | 276.72%-285.2pp | 302.99%-311.5pp |
| Employer contribution / active EE | $10,358 | $5,105+102.9% | $4,646+123.0% | $4,763+117.5% |
| Participant deferral / active EE | $19,844 | $7,183+176.3% | $6,843+190.0% | $5,983+231.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |