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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 | $435,231 | $114,119+281.4% | $107,187+306.0% | $138,895+213.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 5.94% | 273.21%-267.3pp | 204.55%-198.6pp | 145.39%-139.4pp |
| Employer contribution / active EE | $22,147 | $4,059+445.7% | $3,782+485.6% | $4,194+428.0% |
| Participant deferral / active EE | $4,936 | $5,538-10.9% | $5,096-3.1% | $6,396-22.8% |
| Admin fee / account holder | $4 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |