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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 | $70,366+643.3% | $66,674+684.5% | $138,895+276.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.31% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $30,280 | $2,765+995.1% | $2,620+1055.7% | $4,194+621.9% |
| Participant deferral / active EE | $16,796 | $4,374+284.0% | $4,084+311.3% | $6,396+162.6% |
| Admin fee / account holder | $23 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |