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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 | $1,135,676 | $159,978+609.9% | $147,041+672.4% | $145,978+678.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.06% | 98.36%-90.3pp | 419.21%-411.2pp | 550.52%-542.5pp |
| Employer contribution / active EE | $27,525 | $5,288+420.5% | $4,935+457.8% | $4,662+490.4% |
| Participant deferral / active EE | $22,000 | $8,429+161.0% | $8,071+172.6% | $6,690+228.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |