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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 | $250,609 | $134,817+85.9% | $123,973+102.1% | $155,188+61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.27% | 515.49%-510.2pp | 388.13%-382.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $67,259 | $4,425+1419.9% | $4,126+1530.2% | $4,248+1483.4% |
| Participant deferral / active EE | $57,150 | $5,706+901.5% | $5,247+989.2% | $6,531+775.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |