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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 | $330,725 | $157,296+110.3% | $141,191+134.2% | $152,897+116.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.32% | 64.34%-56.0pp | 71.41%-63.1pp | 345.43%-337.1pp |
| Employer contribution / active EE | $10,340 | $5,262+96.5% | $4,736+118.3% | $4,764+117.1% |
| Participant deferral / active EE | $21,246 | $7,111+198.8% | $6,710+216.6% | $5,851+263.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |