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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 | $586,721 | $124,175+372.5% | $108,405+441.2% | $167,553+250.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.59% | 1380.13%-1372.5pp | 905.55%-898.0pp | 478.89%-471.3pp |
| Employer contribution / active EE | $12,979 | $4,188+209.9% | $3,559+264.7% | $4,840+168.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |