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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 | $324,365 | $125,237+159.0% | $105,608+207.1% | $145,877+122.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.01% | 225.76%-218.8pp | 116.50%-109.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $5,457 | $3,720+46.7% | $3,167+72.3% | $4,663+17.0% |
| Participant deferral / active EE | $11,241 | $5,711+96.8% | $5,010+124.4% | $6,691+68.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |