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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 | $353,389 | $232,540+52.0% | $185,117+90.9% | $147,586+139.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.09% | 43.03%-37.9pp | 40.50%-35.4pp | 578.59%-573.5pp |
| Employer contribution / active EE | $14,300 | $5,195+175.2% | $4,182+242.0% | $4,876+193.2% |
| Participant deferral / active EE | $8,000 | $5,834+37.1% | $5,045+58.6% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |