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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 | $209,888+275.4% | $189,545+315.7% | $167,553+370.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.93% | 748.66%-740.7pp | 555.36%-547.4pp | 478.89%-471.0pp |
| Employer contribution / active EE | $7,471 | $6,915+8.0% | $6,162+21.2% | $4,840+54.4% |
| Participant deferral / active EE | $14,173 | $8,934+58.6% | $8,220+72.4% | $6,343+123.4% |
| Admin fee / account holder | $17 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |