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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 | $1,625,335 | $165,381+882.8% | $149,730+985.5% | $158,966+922.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.06% | 348.29%-344.2pp | 276.70%-272.6pp | 302.95%-298.9pp |
| Employer contribution / active EE | $46,735 | $5,104+815.6% | $4,645+906.1% | $4,762+881.3% |
| Participant deferral / active EE | $3,250 | $7,182-54.7% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $248 | $10,809-97.7% | $9,310-97.3% | $11,250-97.8% |