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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 | $336,638 | $165,381+103.6% | $149,730+124.8% | $158,966+111.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.30% | 348.29%-345.0pp | 276.70%-273.4pp | 302.95%-299.6pp |
| Employer contribution / active EE | $2,318 | $5,104-54.6% | $4,645-50.1% | $4,762-51.3% |
| Participant deferral / active EE | $9,875 | $7,182+37.5% | $6,843+44.3% | $5,983+65.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |