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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 | $99,921+670.0% | $85,009+805.0% | $145,959+427.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -0.47% | 83.89%-84.4pp | 66.47%-66.9pp | 561.95%-562.4pp |
| Employer contribution / active EE | $3,139 | $3,233-2.9% | $2,728+15.0% | $4,661-32.7% |
| Participant deferral / active EE | $12,249 | $5,293+131.4% | $4,522+170.9% | $6,689+83.1% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |