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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 | $384,232 | $76,785+400.4% | $56,441+580.8% | $145,959+163.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -2.17% | 3000.51%-3002.7pp | 1704.21%-1706.4pp | 561.95%-564.1pp |
| Employer contribution / active EE | $563 | $1,381-59.2% | $1,039-45.8% | $4,661-87.9% |
| Participant deferral / active EE | $2,816 | $2,624+7.3% | $1,953+44.2% | $6,689-57.9% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |