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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 | $449,637 | $102,595+338.3% | $94,057+378.0% | $154,746+190.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 6.27% | 583.42%-577.1pp | 480.62%-474.4pp | 172.34%-166.1pp |
| Employer contribution / active EE | $5,778 | $3,147+83.6% | $2,933+97.0% | $4,379+31.9% |
| Participant deferral / active EE | $12,439 | $5,118+143.0% | $4,709+164.1% | $6,730+84.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |