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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 | $342,772 | $72,396+373.5% | $67,511+407.7% | $145,959+134.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.04% | 7194.07%-7185.0pp | 3517.41%-3508.4pp | 561.95%-552.9pp |
| Employer contribution / active EE | $18,307 | $3,071+496.2% | $2,733+570.0% | $4,661+292.8% |
| Participant deferral / active EE | $12,414 | $4,781+159.6% | $4,000+210.3% | $6,689+85.6% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |