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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 | $225,673+397.4% | $203,872+450.6% | $155,188+623.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 3.11% | 95.91%-92.8pp | 85.11%-82.0pp | 148.84%-145.7pp |
| Employer contribution / active EE | $22,858 | $4,099+457.7% | $3,757+508.3% | $4,248+438.1% |
| Participant deferral / active EE | $15,250 | $6,893+121.2% | $6,388+138.7% | $6,531+133.5% |
| Admin fee / account holder | $6 | $12,327-100.0% | $11,730-99.9% | $14,480-100.0% |