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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 | $752,133 | $134,817+457.9% | $123,973+506.7% | $155,188+384.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.84% | 515.49%-509.6pp | 388.13%-382.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $20,073 | $4,425+353.6% | $4,126+386.5% | $4,248+372.6% |
| Participant deferral / active EE | $11,401 | $5,706+99.8% | $5,247+117.3% | $6,531+74.6% |
| Admin fee / account holder | $38 | $13,245-99.7% | $11,799-99.7% | $14,480-99.7% |