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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 | $545,805 | $156,963+247.7% | $121,204+350.3% | $139,466+291.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.60% | 1476.75%-1469.1pp | 987.18%-979.6pp | 373.66%-366.1pp |
| Employer contribution / active EE | $22,914 | $5,544+313.3% | $4,170+449.5% | $4,754+382.0% |
| Participant deferral / active EE | $17,250 | $4,848+255.8% | $4,083+322.5% | $6,712+157.0% |
| Admin fee / account holder | $20 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |