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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 | $658,039 | $196,972+234.1% | $182,262+261.0% | $198,609+231.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.92% | 158.27%-155.4pp | 140.60%-137.7pp | 202.70%-199.8pp |
| Employer contribution / active EE | $46,500 | $5,364+767.0% | $5,046+821.6% | $5,055+819.8% |
| Participant deferral / active EE | $34,750 | $8,643+302.1% | $8,276+319.9% | $6,977+398.1% |
| Admin fee / account holder | $53 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |