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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 | $1,222,237 | $165,361+639.1% | $149,715+716.4% | $158,950+668.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.46% | 348.24%-341.8pp | 276.66%-270.2pp | 302.91%-296.5pp |
| Employer contribution / active EE | $12,705 | $5,103+148.9% | $4,645+173.5% | $4,762+166.8% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,842+26.7% | $5,983+44.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |