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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 | $1,769,870 | $72,071+2355.7% | $68,368+2488.8% | $137,256+1189.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.50% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $29,909 | $2,788+972.8% | $2,649+1029.1% | $4,156+619.7% |
| Participant deferral / active EE | $34,750 | $4,410+688.0% | $4,123+742.9% | $6,407+442.4% |
| Admin fee / account holder | $103 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |