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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 | $616,694 | $166,242+271.0% | $165,071+273.6% | $145,884+322.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.20% | 100.44%-100.2pp | 70.17%-70.0pp | 551.85%-551.7pp |
| Employer contribution / active EE | $26,450 | $5,283+400.7% | $4,347+508.4% | $4,662+467.3% |
| Participant deferral / active EE | $14,314 | $6,964+105.5% | $6,035+137.2% | $6,690+114.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |