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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 | $259,689 | $104,924+147.5% | $84,623+206.9% | $152,885+69.9% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | -18.49% | 373.82%-392.3pp | 258.77%-277.3pp | 345.39%-363.9pp |
| Employer contribution / active EE | $285 | $3,302-91.4% | $2,652-89.3% | $4,763-94.0% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120 | $6,242-98.1% | $4,913-97.6% | $11,598-99.0% |