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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 | $254,044 | $180,466+40.8% | $154,114+64.8% | $135,382+87.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.06% | 888.15%-900.2pp | 735.16%-747.2pp | 519.77%-531.8pp |
| Employer contribution / active EE | $5,735 | $6,035-5.0% | $5,298+8.3% | $4,779+20.0% |
| Participant deferral / active EE | $10,954 | $5,806+88.6% | $5,081+115.6% | $5,609+95.3% |
| Admin fee / account holder | $8 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |