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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 | $289,093 | $165,381+74.8% | $149,730+93.1% | $158,966+81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.38% | 348.29%-347.9pp | 276.70%-276.3pp | 302.95%-302.6pp |
| Employer contribution / active EE | $4,100 | $5,104-19.7% | $4,645-11.7% | $4,762-13.9% |
| Participant deferral / active EE | $21,000 | $7,182+192.4% | $6,843+206.9% | $5,983+251.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |