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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 | $396,946 | $157,276+152.4% | $141,177+181.2% | $152,885+159.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.44% | 64.33%-50.9pp | 71.40%-58.0pp | 345.39%-331.9pp |
| Employer contribution / active EE | $23,000 | $5,262+337.1% | $4,736+385.7% | $4,763+382.9% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |