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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 | $544,414 | $150,447+261.9% | $136,298+299.4% | $147,586+268.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.82% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $6,251 | $5,256+18.9% | $4,696+33.1% | $4,876+28.2% |
| Participant deferral / active EE | $12,138 | $6,631+83.1% | $6,247+94.3% | $5,439+123.2% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |