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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 | $341,616 | $109,344+212.4% | $89,400+282.1% | $158,950+114.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.37% | 345.73%-341.4pp | 245.64%-241.3pp | 302.91%-298.5pp |
| Employer contribution / active EE | $4,607 | $3,170+45.3% | $2,586+78.1% | $4,762-3.3% |
| Participant deferral / active EE | $19,500 | $4,599+324.0% | $3,890+401.2% | $5,983+225.9% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |