Filed June 10, 2026
Total covered: 4 employees
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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 | $882,675 | $96,678+813.0% | $86,640+918.8% | $139,466+532.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.31% | 106.69%-101.4pp | 592.52%-587.2pp | 373.66%-368.4pp |
| Employer contribution / active EE | $25,591 | $3,265+683.7% | $3,024+746.2% | $4,754+438.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |