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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 | $461,904 | $138,102+234.5% | $125,381+268.4% | $134,532+243.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.17% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.4pp |
| Employer contribution / active EE | $13,194 | $5,245+151.5% | $4,815+174.0% | $4,741+178.3% |
| Participant deferral / active EE | $20,176 | $7,801+158.6% | $7,448+170.9% | $6,401+215.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |