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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 | $292,785 | $114,119+156.6% | $107,187+173.2% | $138,895+110.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.32% | 273.21%-262.9pp | 204.55%-194.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $28,750 | $4,059+608.3% | $3,782+660.1% | $4,194+585.5% |
| Participant deferral / active EE | $22,795 | $5,538+311.6% | $5,096+347.3% | $6,396+256.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |