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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 | $1,122,521 | $208,088+439.4% | $186,193+502.9% | $154,746+625.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 3.11% | 89.97%-86.9pp | 78.03%-74.9pp | 172.34%-169.2pp |
| Employer contribution / active EE | $22,858 | $4,340+426.7% | $3,918+483.4% | $4,379+422.0% |
| Participant deferral / active EE | $15,250 | $7,078+115.5% | $6,513+134.1% | $6,730+126.6% |
| Admin fee / account holder | $6 | $11,698-99.9% | $11,058-99.9% | $14,365-100.0% |