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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 | $285,101 | $202,342+40.9% | $172,752+65.0% | $152,897+86.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.20% | 1029.83%-1021.6pp | 802.97%-794.8pp | 345.43%-337.2pp |
| Employer contribution / active EE | $3,521 | $5,858-39.9% | $5,144-31.6% | $4,764-26.1% |
| Participant deferral / active EE | $13,500 | $5,948+127.0% | $5,198+159.7% | $5,851+130.7% |
| Admin fee / account holder | $141 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |