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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 | $677,447 | $160,070+323.2% | $147,117+360.5% | $145,897+364.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.10% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $23,345 | $5,285+341.8% | $4,932+373.3% | $4,663+400.7% |
| Participant deferral / active EE | $30,250 | $8,419+259.3% | $8,065+275.1% | $6,689+352.2% |
| Admin fee / account holder | $139 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |