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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 | $516,518 | $103,008+401.4% | $90,304+472.0% | $152,897+237.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.21% | 95.22%-91.0pp | 78.13%-73.9pp | 345.43%-341.2pp |
| Employer contribution / active EE | $22,455 | $3,139+615.3% | $2,855+686.5% | $4,764+371.4% |
| Participant deferral / active EE | $13,263 | $4,281+209.8% | $3,885+241.4% | $5,851+126.7% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |