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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 | $813,843 | $197,637+311.8% | $177,848+357.6% | $158,982+411.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.30% | 58.77%-60.1pp | 48.33%-49.6pp | 302.99%-304.3pp |
| Employer contribution / active EE | $12,681 | $6,698+89.3% | $5,919+114.3% | $4,763+166.3% |
| Participant deferral / active EE | $11,211 | $8,405+33.4% | $7,714+45.3% | $5,983+87.4% |
| Admin fee / account holder | $103 | $15,406-99.3% | $12,431-99.2% | $11,252-99.1% |