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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 | $603,093 | $148,623+305.8% | $135,974+343.5% | $139,466+332.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | -8.69% | 79.30%-88.0pp | 68.30%-77.0pp | 373.66%-382.4pp |
| Employer contribution / active EE | $3,153 | $5,246-39.9% | $4,859-35.1% | $4,754-33.7% |
| Participant deferral / active EE | $11,844 | $8,103+46.2% | $7,760+52.6% | $6,712+76.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |