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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 | $829,220 | $176,105+370.9% | $159,474+420.0% | $167,536+395.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.16% | 331.91%-325.7pp | 263.68%-257.5pp | 478.82%-472.7pp |
| Employer contribution / active EE | $2,747 | $5,299-48.2% | $4,831-43.1% | $4,839-43.2% |
| Participant deferral / active EE | $17,973 | $7,751+131.9% | $7,353+144.4% | $6,342+183.4% |
| Admin fee / account holder | $274 | $12,559-97.8% | $10,802-97.5% | $12,315-97.8% |