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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 | $297,312 | $198,457+49.8% | $170,435+74.4% | $147,586+101.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.58% | 257.30%-253.7pp | 205.94%-202.4pp | 578.59%-575.0pp |
| Employer contribution / active EE | $20,000 | $6,183+223.5% | $5,432+268.2% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |