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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 | $838,272 | $72,071+1063.1% | $68,368+1126.1% | $137,256+510.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.59% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $15,968 | $2,788+472.8% | $2,649+502.8% | $4,156+284.2% |
| Participant deferral / active EE | $24,849 | $4,410+463.5% | $4,123+502.7% | $6,407+287.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |