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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 | $259,113 | $88,815+191.7% | $81,882+216.4% | $145,897+77.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.55% | 1033.75%-1025.2pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $5,292 | $3,086+71.5% | $2,916+81.5% | $4,663+13.5% |
| Participant deferral / active EE | $14,544 | $4,647+213.0% | $4,323+236.4% | $6,689+117.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |