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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 | $360,472 | $138,102+161.0% | $125,381+187.5% | $134,532+167.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.90% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $4,008 | $5,245-23.6% | $4,815-16.8% | $4,741-15.5% |
| Participant deferral / active EE | $22,170 | $7,801+184.2% | $7,448+197.7% | $6,401+246.3% |
| Admin fee / account holder | $88 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |