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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 | $336,436 | $176,077+91.1% | $159,455+111.0% | $167,518+100.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.04% | 331.83%-322.8pp | 263.63%-254.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $4,147 | $5,298-21.7% | $4,830-14.2% | $4,838-14.3% |
| Participant deferral / active EE | $19,161 | $7,751+147.2% | $7,353+160.6% | $6,342+202.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |