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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 | $631,197 | $175,259+260.2% | $149,723+321.6% | $139,487+352.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.52% | 166.82%-158.3pp | 134.50%-126.0pp | 373.84%-365.3pp |
| Employer contribution / active EE | $15,811 | $5,478+188.6% | $4,821+227.9% | $4,755+232.5% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |