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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 | $978,031 | $152,612+540.9% | $125,192+681.2% | $152,897+539.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.23% | 54.85%-49.6pp | 43.79%-38.6pp | 345.43%-340.2pp |
| Employer contribution / active EE | $47,917 | $4,947+868.6% | $3,866+1139.4% | $4,764+905.9% |
| Participant deferral / active EE | $10,782 | $5,868+83.7% | $4,937+118.4% | $5,851+84.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |