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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 | $276,511 | $176,120+57.0% | $159,487+73.4% | $167,553+65.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.87% | 331.95%-322.1pp | 263.71%-253.8pp | 478.89%-469.0pp |
| Employer contribution / active EE | $14,642 | $5,299+176.3% | $4,831+203.1% | $4,840+202.5% |
| Participant deferral / active EE | $10,438 | $7,752+34.7% | $7,354+41.9% | $6,343+64.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |