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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 | $2,518,343 | $72,071+3394.2% | $68,368+3583.5% | $137,256+1734.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.20% | 353.14%-348.9pp | 292.57%-288.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $41,201 | $2,788+1377.8% | $2,649+1455.4% | $4,156+891.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $181 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |