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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 | $448,889 | $106,005+323.5% | $92,239+386.7% | $147,585+204.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.27% | 50.05%-49.8pp | 176.29%-176.0pp | 578.58%-578.3pp |
| Employer contribution / active EE | $12,500 | $4,333+188.5% | $3,680+239.7% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |