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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 | $939,156 | $150,412+524.4% | $120,574+678.9% | $145,884+543.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.42% | 154.50%-146.1pp | 107.42%-99.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $43,500 | $4,355+898.9% | $3,471+1153.4% | $4,662+833.0% |
| Participant deferral / active EE | $27,500 | $6,175+345.3% | $4,996+450.5% | $6,690+311.1% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |