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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 | $889,721 | $171,492+418.8% | $150,734+490.3% | $198,609+348.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.67% | 804.70%-801.0pp | 600.81%-597.1pp | 202.70%-199.0pp |
| Employer contribution / active EE | $2,300 | $5,470-58.0% | $4,918-53.2% | $5,055-54.5% |
| Participant deferral / active EE | $34,750 | $6,259+455.2% | $5,610+519.5% | $6,977+398.1% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |