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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 | $470,491 | $172,111+173.4% | $150,298+213.0% | $137,256+242.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.22% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $12,597 | $4,636+171.7% | $4,154+203.3% | $4,156+203.1% |
| Participant deferral / active EE | $13,050 | $6,166+111.7% | $5,453+139.3% | $6,407+103.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |