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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 | $599,639 | $115,225+420.4% | $100,712+495.4% | $138,895+331.7% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | -4.38% | 40.35%-44.7pp | 33.27%-37.7pp | 145.39%-149.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |