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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 | $260,090 | $144,130+80.5% | $117,861+120.7% | $147,586+76.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.93% | 531.20%-523.3pp | 335.11%-327.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $15,922 | $4,897+225.1% | $3,786+320.5% | $4,876+226.5% |
| Participant deferral / active EE | $13,721 | $5,316+158.1% | $4,482+206.1% | $5,439+152.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |