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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 | $360,400 | $159,978+125.3% | $147,041+145.1% | $145,978+146.9% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 7.27% | 98.36%-91.1pp | 419.21%-411.9pp | 550.52%-543.3pp |
| Employer contribution / active EE | $18,289 | $5,288+245.9% | $4,935+270.6% | $4,662+292.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $150 | $15,053-99.0% | $13,006-98.8% | $13,400-98.9% |