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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 | $545,781 | $183,539+197.4% | $155,556+250.9% | $145,897+274.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.23% | 61.31%-56.1pp | 64.84%-59.6pp | 552.29%-547.1pp |
| Employer contribution / active EE | $12,176 | $5,315+129.1% | $4,675+160.4% | $4,663+161.1% |
| Participant deferral / active EE | $20,767 | $6,467+221.1% | $5,631+268.8% | $6,689+210.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |