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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 | $279,581 | $108,897+156.7% | $100,378+178.5% | $145,877+91.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 58.17%-48.5pp | 49.41%-39.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $13,753 | $4,420+211.1% | $3,942+248.9% | $4,663+194.9% |
| Participant deferral / active EE | $34,099 | $8,455+303.3% | $8,087+321.6% | $6,691+409.7% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.7% | $13,402-99.9% |