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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 | $295,957 | $90,320+227.7% | $59,496+397.4% | $125,388+136.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -9.91% | 369.13%-379.0pp | 182.05%-192.0pp | 282.24%-292.2pp |
| Employer contribution / active EE | $13,001 | $1,792+625.7% | $1,153+1027.7% | $4,866+167.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $242 | $3,063-92.1% | $2,232-89.2% | $9,541-97.5% |