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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 | $102,595+206.2% | $94,057+234.0% | $154,746+103.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 8.21% | 583.42%-575.2pp | 480.62%-472.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,593 | $3,147-17.6% | $2,933-11.6% | $4,379-40.8% |
| Participant deferral / active EE | $4,712 | $5,118-7.9% | $4,709+0.1% | $6,730-30.0% |
| Admin fee / account holder | $4 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |