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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 | $357,582 | $160,059+123.4% | $140,019+155.4% | $135,380+164.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.68% | 911.48%-921.2pp | 651.17%-660.8pp | 519.81%-529.5pp |
| Employer contribution / active EE | $14,368 | $6,420+123.8% | $5,605+156.3% | $4,779+200.6% |
| Participant deferral / active EE | $8,167 | $7,641+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |