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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 | $553,803 | $227,597+143.3% | $189,575+192.1% | $167,536+230.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.13% | 78.44%-78.6pp | 64.19%-64.3pp | 478.82%-478.9pp |
| Employer contribution / active EE | $23,750 | $5,316+346.8% | $4,412+438.3% | $4,839+390.8% |
| Participant deferral / active EE | $18,090 | $7,002+158.3% | $6,174+193.0% | $6,342+185.2% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |