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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 | $786,014 | $150,446+422.5% | $136,297+476.7% | $147,585+432.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.62% | 1049.14%-1040.5pp | 5156.19%-5147.6pp | 578.58%-570.0pp |
| Employer contribution / active EE | $26,817 | $5,256+410.2% | $4,696+471.1% | $4,876+449.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |