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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 | $415,085 | $67,823+512.0% | $52,425+691.8% | $137,256+202.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 5.57% | 219.11%-213.5pp | 302.12%-296.6pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,771 | $1,163+52.3% | $914+93.8% | $4,156-57.4% |
| Participant deferral / active EE | $10,000 | $2,288+337.1% | $1,790+458.5% | $6,407+56.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |