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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 | $337,103 | $176,077+91.5% | $159,455+111.4% | $167,518+101.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.67% | 331.83%-331.2pp | 263.63%-263.0pp | 478.71%-478.0pp |
| Employer contribution / active EE | $32,835 | $5,298+519.7% | $4,830+579.8% | $4,838+578.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |