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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 | $306,741 | $165,361+85.5% | $149,715+104.9% | $158,950+93.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.04% | 348.24%-344.2pp | 276.66%-272.6pp | 302.91%-298.9pp |
| Employer contribution / active EE | $13,160 | $5,103+157.9% | $4,645+183.3% | $4,762+176.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $127 | $10,808-98.8% | $9,310-98.6% | $11,248-98.9% |