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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 | $330,941 | $119,143+177.8% | $88,632+273.4% | $152,909+116.4% |
| Participation rate | 80.0% | 73.4%+6.6pp | 68.8%+11.2pp | 82.5%-2.5pp |
| Annual return | -1.06% | 48.12%-49.2pp | 43.75%-44.8pp | 345.46%-346.5pp |
| Employer contribution / active EE | $124 | $2,675-95.4% | $2,101-94.1% | $4,764-97.4% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $5,875-99.8% | $4,308-99.8% | $11,601-99.9% |