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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 | $253,646 | $175,259+44.7% | $149,723+69.4% | $139,487+81.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.22% | 166.82%-159.6pp | 134.50%-127.3pp | 373.84%-366.6pp |
| Employer contribution / active EE | $8,655 | $5,478+58.0% | $4,821+79.5% | $4,755+82.0% |
| Participant deferral / active EE | $8,945 | $6,522+37.2% | $5,682+57.4% | $6,713+33.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |