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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 | $470,339 | $157,296+199.0% | $141,191+233.1% | $152,897+207.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -2.18% | 64.34%-66.5pp | 71.41%-73.6pp | 345.43%-347.6pp |
| Employer contribution / active EE | $19,967 | $5,262+279.4% | $4,736+321.6% | $4,764+319.2% |
| Participant deferral / active EE | $12,975 | $7,111+82.5% | $6,710+93.4% | $5,851+121.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |