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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 | $274,486 | $157,296+74.5% | $141,191+94.4% | $152,897+79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.50% | 64.34%-63.8pp | 71.41%-70.9pp | 345.43%-344.9pp |
| Employer contribution / active EE | $35,600 | $5,262+576.5% | $4,736+651.7% | $4,764+647.3% |
| Participant deferral / active EE | $8,400 | $7,111+18.1% | $6,710+25.2% | $5,851+43.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |