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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 | $267,254 | $209,422+27.6% | $178,503+49.7% | $158,982+68.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.79% | 188.81%-185.0pp | 151.12%-147.3pp | 302.99%-299.2pp |
| Employer contribution / active EE | $11,141 | $5,707+95.2% | $5,011+122.3% | $4,763+133.9% |
| Participant deferral / active EE | $6,850 | $5,955+15.0% | $5,202+31.7% | $5,983+14.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |