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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 | $314,725 | $67,823+364.0% | $52,425+500.3% | $137,256+129.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 7.09% | 219.11%-212.0pp | 302.12%-295.0pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,935 | $2,288-15.4% | $1,790+8.1% | $6,407-69.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |