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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 | $104,953+147.4% | $84,637+206.8% | $152,909+69.8% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | -18.49% | 373.94%-392.4pp | 258.82%-277.3pp | 345.46%-364.0pp |
| Employer contribution / active EE | $285 | $3,304-91.4% | $2,653-89.3% | $4,764-94.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120 | $6,244-98.1% | $4,914-97.6% | $11,601-99.0% |