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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 | $473,991 | $167,362+183.2% | $143,799+229.6% | $134,532+252.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.60% | 0.47%-23.1pp | -0.04%-22.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $2,137 | $5,620-62.0% | $4,952-56.8% | $4,741-54.9% |
| Participant deferral / active EE | $6,060 | $6,447-6.0% | $5,638+7.5% | $6,401-5.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |