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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 | $396,837 | $176,120+125.3% | $159,487+148.8% | $167,553+136.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.57% | 331.95%-331.4pp | 263.71%-263.1pp | 478.89%-478.3pp |
| Employer contribution / active EE | $9,926 | $5,299+87.3% | $4,831+105.5% | $4,840+105.1% |
| Participant deferral / active EE | $17,657 | $7,752+127.8% | $7,354+140.1% | $6,343+178.4% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |