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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 | $346,835 | $202,342+71.4% | $172,752+100.8% | $152,897+126.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.51% | 1029.83%-1020.3pp | 802.97%-793.5pp | 345.43%-335.9pp |
| Employer contribution / active EE | $10,763 | $5,858+83.7% | $5,144+109.2% | $4,764+125.9% |
| Participant deferral / active EE | $9,908 | $5,948+66.6% | $5,198+90.6% | $5,851+69.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |