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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 | $732,400 | $183,516+299.1% | $155,534+370.9% | $145,884+402.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.11% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $13,309 | $5,315+150.4% | $4,675+184.7% | $4,662+185.5% |
| Participant deferral / active EE | $12,026 | $6,467+86.0% | $5,630+113.6% | $6,690+79.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |