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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 | $279,605 | $138,078+102.5% | $125,363+123.0% | $134,509+107.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.22% | 750.49%-773.7pp | 572.15%-595.4pp | 418.13%-441.4pp |
| Employer contribution / active EE | $22,452 | $5,245+328.1% | $4,815+366.3% | $4,741+373.6% |
| Participant deferral / active EE | $14,700 | $7,800+88.5% | $7,447+97.4% | $6,400+129.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |