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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 | $252,297 | $160,070+57.6% | $147,117+71.5% | $145,897+72.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 8.28% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,068 | $8,419+7.7% | $8,065+12.4% | $6,689+35.6% |
| Admin fee / account holder | $171 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |