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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 | $755,133 | $157,304+380.0% | $141,197+434.8% | $152,909+393.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.63% | 64.34%-56.7pp | 71.41%-63.8pp | 345.46%-337.8pp |
| Employer contribution / active EE | $11,565 | $5,263+119.8% | $4,736+144.2% | $4,764+142.8% |
| Participant deferral / active EE | $15,100 | $7,111+112.3% | $6,710+125.0% | $5,851+158.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |