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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 | $384,490 | $81,664+370.8% | $70,476+445.6% | $158,966+141.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -2.43% | 208.59%-211.0pp | 109.12%-111.6pp | 302.95%-305.4pp |
| Employer contribution / active EE | $14,065 | $3,219+336.9% | $2,738+413.7% | $4,762+195.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |