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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 | $478,006 | $198,457+140.9% | $170,435+180.5% | $147,586+223.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.04% | 257.30%-249.3pp | 205.94%-197.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $12,203 | $6,183+97.4% | $5,432+124.6% | $4,876+150.3% |
| Participant deferral / active EE | $15,800 | $5,629+180.7% | $4,939+219.9% | $5,439+190.5% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |