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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 | $378,218 | $166,268+127.5% | $165,100+129.1% | $145,897+159.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.88% | 100.52%-92.6pp | 70.21%-62.3pp | 552.29%-544.4pp |
| Employer contribution / active EE | $16,240 | $5,284+207.4% | $4,348+273.5% | $4,663+248.3% |
| Participant deferral / active EE | $34,500 | $6,964+395.4% | $6,035+471.6% | $6,689+415.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |