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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 | $313,893 | $185,905+68.8% | $170,057+84.6% | $139,487+125.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.62% | 60.56%-49.9pp | 53.42%-42.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $12,517 | $7,597+64.8% | $6,790+84.3% | $4,755+163.3% |
| Participant deferral / active EE | $13,019 | $11,627+12.0% | $10,411+25.1% | $6,713+94.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |