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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 | $946,375 | $148,582+536.9% | $135,942+596.2% | $139,456+578.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.44% | 79.26%-67.8pp | 68.28%-56.8pp | 373.45%-362.0pp |
| Employer contribution / active EE | $13,438 | $5,245+156.2% | $4,858+176.6% | $4,753+182.7% |
| Participant deferral / active EE | $19,500 | $8,101+140.7% | $7,759+151.3% | $6,711+190.6% |
| Admin fee / account holder | $70 | $12,402-99.4% | $10,764-99.3% | $11,407-99.4% |