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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 | $690,943 | $108,911+534.4% | $100,392+588.2% | $145,884+373.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.46% | 58.23%-50.8pp | 49.45%-42.0pp | 551.85%-544.4pp |
| Employer contribution / active EE | $17,453 | $4,420+294.9% | $3,941+342.8% | $4,662+274.3% |
| Participant deferral / active EE | $11,317 | $8,459+33.8% | $8,090+39.9% | $6,690+69.2% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |