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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 | $373,665 | $160,070+133.4% | $147,117+154.0% | $145,897+156.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.57% | 98.69%-91.1pp | 420.54%-413.0pp | 552.29%-544.7pp |
| Employer contribution / active EE | $5,180 | $5,285-2.0% | $4,932+5.0% | $4,663+11.1% |
| Participant deferral / active EE | $19,608 | $8,419+132.9% | $8,065+143.1% | $6,689+193.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |