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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 | $359,053 | $160,059+124.3% | $140,019+156.4% | $135,380+165.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -10.85% | 911.48%-922.3pp | 651.17%-662.0pp | 519.81%-530.7pp |
| Employer contribution / active EE | $12,050 | $6,420+87.7% | $5,605+115.0% | $4,779+152.2% |
| Participant deferral / active EE | $14,217 | $7,641+86.1% | $6,927+105.2% | $5,609+153.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |