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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 | $1,340,992 | $202,342+562.7% | $172,753+676.3% | $152,909+777.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.90% | 1029.88%-1023.0pp | 803.00%-796.1pp | 345.46%-338.6pp |
| Employer contribution / active EE | $28,613 | $5,857+388.5% | $5,144+456.3% | $4,764+500.6% |
| Participant deferral / active EE | $17,250 | $5,948+190.0% | $5,198+231.9% | $5,851+194.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |