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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 | $451,529 | $165,399+173.0% | $149,745+201.5% | $158,982+184.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.47% | 348.34%-346.9pp | 276.72%-275.3pp | 302.99%-301.5pp |
| Employer contribution / active EE | $4,661 | $5,105-8.7% | $4,646+0.3% | $4,763-2.1% |
| Participant deferral / active EE | $18,322 | $7,183+155.1% | $6,843+167.7% | $5,983+206.2% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |