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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 | $314,173 | $72,071+335.9% | $68,368+359.5% | $137,256+128.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.21% | 353.14%-344.9pp | 292.57%-284.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,593 | $2,788-7.0% | $2,649-2.1% | $4,156-37.6% |
| Participant deferral / active EE | $4,712 | $4,410+6.8% | $4,123+14.3% | $6,407-26.5% |
| Admin fee / account holder | $4 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |