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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 | $667,092 | $171,867+288.1% | $149,721+345.6% | $147,586+352.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.94% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $21,380 | $6,275+240.7% | $5,444+292.7% | $4,876+338.4% |
| Participant deferral / active EE | $14,600 | $7,270+100.8% | $6,568+122.3% | $5,439+168.4% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |