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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 | $380,254 | $183,539+107.2% | $155,556+144.4% | $145,897+160.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.05% | 61.31%-57.3pp | 64.84%-60.8pp | 552.29%-548.2pp |
| Employer contribution / active EE | $13,187 | $5,315+148.1% | $4,675+182.1% | $4,663+182.8% |
| Participant deferral / active EE | $7,364 | $6,467+13.9% | $5,631+30.8% | $6,689+10.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |