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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 | $769,363 | $100,203+667.8% | $85,240+802.6% | $145,897+427.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -0.47% | 84.28%-84.8pp | 66.75%-67.2pp | 552.29%-552.8pp |
| Employer contribution / active EE | $3,139 | $3,242-3.2% | $2,735+14.8% | $4,663-32.7% |
| Participant deferral / active EE | $12,249 | $5,299+131.2% | $4,527+170.6% | $6,689+83.1% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |