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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 | $304,971 | $201,344+51.5% | $184,243+65.5% | $145,877+109.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 8.29% | 29.01%-20.7pp | 28.82%-20.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,198 | $7,022-68.7% | $6,427-65.8% | $4,663-52.9% |
| Participant deferral / active EE | $5,060 | $9,807-48.4% | $9,132-44.6% | $6,691-24.4% |
| Admin fee / account holder | $204 | $16,382-98.8% | $13,914-98.5% | $13,402-98.5% |