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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 | $439,789 | $97,732+350.0% | $83,831+424.6% | $135,380+224.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -15.93% | 1287.56%-1303.5pp | 850.99%-866.9pp | 519.81%-535.7pp |
| Employer contribution / active EE | $10,886 | $4,222+157.8% | $3,631+199.8% | $4,779+127.8% |
| Participant deferral / active EE | $12,250 | $4,683+161.6% | $4,082+200.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |