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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 | $159,978+323.5% | $147,041+360.7% | $145,978+364.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.10% | 98.36%-90.3pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $23,345 | $5,288+341.5% | $4,935+373.0% | $4,662+400.8% |
| Participant deferral / active EE | $30,250 | $8,429+258.9% | $8,071+274.8% | $6,690+352.2% |
| Admin fee / account holder | $139 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |