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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 | $259,631 | $136,433+90.3% | $98,864+162.6% | $167,553+55.0% |
| Participation rate | 80.0% | 70.3%+9.7pp | 65.7%+14.3pp | 82.1%-2.1pp |
| Annual return | 2.04% | 67.76%-65.7pp | 50.03%-48.0pp | 478.89%-476.9pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $2,070-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $3,721-100.0% | $3,037-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13 | $5,039-99.8% | $4,080-99.7% | $12,316-99.9% |