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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 | $422,149 | $106,008+298.2% | $92,240+357.7% | $147,586+186.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 9.20% | 50.05%-40.9pp | 176.29%-167.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $11,339 | $4,333+161.7% | $3,680+208.1% | $4,876+132.5% |
| Participant deferral / active EE | $7,402 | $4,478+65.3% | $3,897+89.9% | $5,439+36.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |