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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 | $470,848 | $157,304+199.3% | $141,197+233.5% | $152,909+207.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -3.54% | 64.34%-67.9pp | 71.41%-74.9pp | 345.46%-349.0pp |
| Employer contribution / active EE | $19,222 | $5,263+265.3% | $4,736+305.8% | $4,764+303.5% |
| Participant deferral / active EE | $17,150 | $7,111+141.2% | $6,710+155.6% | $5,851+193.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |