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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 | $272,873 | $165,399+65.0% | $149,745+82.2% | $158,982+71.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.79% | 348.34%-346.5pp | 276.72%-274.9pp | 302.99%-301.2pp |
| Employer contribution / active EE | $13,955 | $5,105+173.4% | $4,646+200.4% | $4,763+193.0% |
| Participant deferral / active EE | $13,073 | $7,183+82.0% | $6,843+91.0% | $5,983+118.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |