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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 | $733,727 | $176,105+316.6% | $159,474+360.1% | $167,536+338.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 6.86% | 331.91%-325.0pp | 263.68%-256.8pp | 478.82%-472.0pp |
| Employer contribution / active EE | $6,932 | $5,299+30.8% | $4,831+43.5% | $4,839+43.3% |
| Participant deferral / active EE | $13,734 | $7,751+77.2% | $7,353+86.8% | $6,342+116.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |