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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 | $356,480 | $108,882+227.4% | $96,754+268.4% | $154,746+130.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 7.31% | 98.39%-91.1pp | 82.04%-74.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $37,920 | $3,018+1156.4% | $2,679+1315.4% | $4,379+765.9% |
| Participant deferral / active EE | $1,500 | $5,323-71.8% | $4,758-68.5% | $6,730-77.7% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |