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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 | $505,421 | $217,432+132.4% | $185,849+172.0% | $167,536+201.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.27% | 148.42%-140.1pp | 122.10%-113.8pp | 478.82%-470.5pp |
| Employer contribution / active EE | $16,132 | $5,875+174.6% | $5,169+212.1% | $4,839+233.4% |
| Participant deferral / active EE | $22,500 | $6,357+253.9% | $5,569+304.0% | $6,342+254.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |