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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 | $523,033 | $72,071+625.7% | $68,368+665.0% | $137,256+281.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.31% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $30,280 | $2,788+986.1% | $2,649+1043.1% | $4,156+628.6% |
| Participant deferral / active EE | $16,796 | $4,410+280.9% | $4,123+307.4% | $6,407+162.2% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |