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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 | $573,050 | $165,361+246.5% | $149,715+282.8% | $158,950+260.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.40% | 348.24%-344.8pp | 276.66%-273.3pp | 302.91%-299.5pp |
| Employer contribution / active EE | $24,000 | $5,103+370.3% | $4,645+416.7% | $4,762+404.0% |
| Participant deferral / active EE | $21,333 | $7,182+197.1% | $6,842+211.8% | $5,983+256.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |