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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 | $280,709 | $183,539+52.9% | $155,556+80.5% | $145,897+92.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $6,711 | $5,315+26.3% | $4,675+43.5% | $4,663+43.9% |
| Participant deferral / active EE | $30,000 | $6,467+363.9% | $5,631+432.8% | $6,689+348.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |