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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 | $100,073+668.8% | $85,126+803.8% | $145,877+427.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -0.47% | 84.11%-84.6pp | 66.63%-67.1pp | 551.28%-551.8pp |
| Employer contribution / active EE | $3,139 | $3,236-3.0% | $2,731+14.9% | $4,663-32.7% |
| Participant deferral / active EE | $12,249 | $5,294+131.4% | $4,523+170.8% | $6,691+83.1% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |