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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 | $368,385 | $184,000+100.2% | $162,185+127.1% | $152,909+140.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 7.63% | 150.80%-143.2pp | 115.61%-108.0pp | 345.46%-337.8pp |
| Employer contribution / active EE | $27,400 | $6,370+330.1% | $5,613+388.1% | $4,764+475.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |