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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 | $72,403+373.4% | $67,524+407.6% | $145,978+134.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.04% | 7197.23%-7188.2pp | 3519.41%-3510.4pp | 550.52%-541.5pp |
| Employer contribution / active EE | $18,307 | $3,072+496.0% | $2,734+569.6% | $4,662+292.7% |
| Participant deferral / active EE | $12,414 | $4,782+159.6% | $4,001+210.2% | $6,690+85.6% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |