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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 | $1,298,989 | $108,882+1093.0% | $96,754+1242.6% | $154,746+739.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 6.11% | 98.39%-92.3pp | 82.04%-75.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $25,713 | $3,018+751.9% | $2,679+859.7% | $4,379+487.2% |
| Participant deferral / active EE | $12,917 | $5,323+142.7% | $4,758+171.5% | $6,730+91.9% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |