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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 | $529,247 | $100,911+424.5% | $90,440+485.2% | $158,966+232.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -4.62% | 1726.62%-1731.2pp | 1294.38%-1299.0pp | 302.95%-307.6pp |
| Employer contribution / active EE | $23,128 | $3,690+526.7% | $3,263+608.8% | $4,762+385.6% |
| Participant deferral / active EE | $13,470 | $4,348+209.8% | $3,964+239.8% | $5,983+125.1% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |