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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 | $88,710+192.1% | $81,783+216.8% | $145,959+77.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.55% | 1027.26%-1018.7pp | 775.05%-766.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $5,292 | $3,083+71.6% | $2,913+81.7% | $4,661+13.5% |
| Participant deferral / active EE | $14,544 | $4,645+213.1% | $4,320+236.6% | $6,689+117.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |