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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 | $776,839 | $96,491+705.1% | $75,894+923.6% | $152,885+408.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 8.39% | 33.98%-25.6pp | 30.76%-22.4pp | 345.39%-337.0pp |
| Employer contribution / active EE | $23,265 | $3,310+602.9% | $2,501+830.3% | $4,763+388.4% |
| Participant deferral / active EE | $20,074 | $4,553+340.9% | $3,603+457.1% | $5,851+243.1% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |