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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 | $386,491 | $198,457+94.7% | $170,435+126.8% | $147,586+161.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.14% | 257.30%-250.2pp | 205.94%-198.8pp | 578.59%-571.5pp |
| Employer contribution / active EE | $13,571 | $6,183+119.5% | $5,432+149.8% | $4,876+178.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |