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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 | $787,878 | $209,847+275.5% | $189,520+315.7% | $167,518+370.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.93% | 748.45%-740.5pp | 555.25%-547.3pp | 478.71%-470.8pp |
| Employer contribution / active EE | $7,471 | $6,913+8.1% | $6,161+21.3% | $4,838+54.4% |
| Participant deferral / active EE | $14,173 | $8,934+58.6% | $8,220+72.4% | $6,342+123.5% |
| Admin fee / account holder | $17 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |