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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 | $102,595+2354.7% | $94,057+2577.5% | $154,746+1527.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 4.20% | 583.42%-579.2pp | 480.62%-476.4pp | 172.34%-168.1pp |
| Employer contribution / active EE | $41,201 | $3,147+1209.1% | $2,933+1304.7% | $4,379+840.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $181 | $7,736-97.7% | $7,244-97.5% | $14,365-98.7% |