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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 | $254,442 | $129,476+96.5% | $93,515+172.1% | $158,982+60.0% |
| Participation rate | 83.3% | 71.0%+12.3pp | 66.8%+16.5pp | 82.0%+1.4pp |
| Annual return | -7.78% | 118.56%-126.3pp | 78.21%-86.0pp | 302.99%-310.8pp |
| Employer contribution / active EE | $104 | $2,717-96.2% | $2,077-95.0% | $4,763-97.8% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10 | $7,396-99.9% | $5,235-99.8% | $11,252-99.9% |