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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 | $269,955 | $157,304+71.6% | $141,197+91.2% | $152,909+76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.00% | 64.34%-56.3pp | 71.41%-63.4pp | 345.46%-337.5pp |
| Employer contribution / active EE | $20,673 | $5,263+292.8% | $4,736+336.5% | $4,764+334.0% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |