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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 | $682,513 | $102,638+565.0% | $81,982+732.5% | $158,982+329.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.38% | 61.05%-60.7pp | 41.31%-40.9pp | 302.99%-302.6pp |
| Employer contribution / active EE | $26,527 | $3,241+718.5% | $2,498+961.8% | $4,763+457.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $218 | $8,237-97.4% | $5,665-96.2% | $11,252-98.1% |