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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 | $342,258 | $150,447+127.5% | $136,298+151.1% | $147,586+131.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.32% | 1049.15%-1048.8pp | 5156.27%-5155.9pp | 578.59%-578.3pp |
| Employer contribution / active EE | $20,063 | $5,256+281.7% | $4,696+327.3% | $4,876+311.4% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $118 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |