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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 | $649,650 | $102,635+533.0% | $86,209+653.6% | $139,456+365.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.89% | 1923.53%-1920.6pp | 1169.05%-1166.2pp | 373.45%-370.6pp |
| Employer contribution / active EE | $18,750 | $3,034+518.0% | $2,381+687.4% | $4,753+294.5% |
| Participant deferral / active EE | $24,235 | $4,677+418.1% | $3,986+508.0% | $6,711+261.1% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |