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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 | $426,820 | $226,105+88.8% | $182,540+133.8% | $152,897+179.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 2.57% | 192.58%-190.0pp | 148.58%-146.0pp | 345.43%-342.9pp |
| Employer contribution / active EE | $4,286 | $4,978-13.9% | $4,076+5.2% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |