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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 | $306,697 | $165,381+85.4% | $149,730+104.8% | $158,966+92.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.43% | 348.29%-344.9pp | 276.70%-273.3pp | 302.95%-299.5pp |
| Employer contribution / active EE | $3,619 | $5,104-29.1% | $4,645-22.1% | $4,762-24.0% |
| Participant deferral / active EE | $15,395 | $7,182+114.3% | $6,843+125.0% | $5,983+157.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |