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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 | $277,364 | $100,911+174.9% | $90,440+206.7% | $158,966+74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.08% | 1726.62%-1724.5pp | 1294.38%-1292.3pp | 302.95%-300.9pp |
| Employer contribution / active EE | $15,392 | $3,690+317.1% | $3,263+371.7% | $4,762+223.2% |
| Participant deferral / active EE | $19,000 | $4,348+336.9% | $3,964+379.4% | $5,983+217.6% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |