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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 | $760,834 | $72,071+955.7% | $68,368+1012.9% | $137,256+454.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.52% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $12,032 | $2,788+331.6% | $2,649+354.2% | $4,156+189.5% |
| Participant deferral / active EE | $26,847 | $4,410+508.8% | $4,123+551.2% | $6,407+319.0% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |