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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 | $507,756 | $109,863+362.2% | $98,477+415.6% | $167,518+203.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.13% | 1958.09%-1949.0pp | 1493.59%-1484.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $8,628 | $3,225+167.5% | $2,961+191.4% | $4,838+78.3% |
| Participant deferral / active EE | $43,753 | $4,673+836.3% | $4,276+923.1% | $6,342+589.9% |
| Admin fee / account holder | $60 | $6,755-99.1% | $5,951-99.0% | $12,312-99.5% |