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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 | $493,648 | $227,399+117.1% | $189,758+160.1% | $198,609+148.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.46% | 61.03%-57.6pp | 52.62%-49.2pp | 202.70%-199.2pp |
| Employer contribution / active EE | $7,020 | $5,526+27.0% | $4,767+47.3% | $5,055+38.9% |
| Participant deferral / active EE | $10,250 | $6,837+49.9% | $5,856+75.0% | $6,977+46.9% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |