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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 | $256,412 | $154,193+66.3% | $130,045+97.2% | $139,466+83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.72% | 32.51%-28.8pp | -137.30%+141.0pp | 373.66%-369.9pp |
| Employer contribution / active EE | $29,365 | $5,292+454.9% | $4,321+579.5% | $4,754+517.7% |
| Participant deferral / active EE | $23,006 | $6,709+242.9% | $5,820+295.3% | $6,712+242.8% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |