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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 | $375,904 | $175,231+114.5% | $149,696+151.1% | $139,466+169.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.52% | 166.77%-165.3pp | 134.46%-132.9pp | 373.66%-372.1pp |
| Employer contribution / active EE | $8,548 | $5,478+56.0% | $4,821+77.3% | $4,754+79.8% |
| Participant deferral / active EE | $8,894 | $6,521+36.4% | $5,682+56.5% | $6,712+32.5% |
| Admin fee / account holder | $14 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |