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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 | $448,161 | $165,399+171.0% | $149,745+199.3% | $158,982+181.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.60% | 348.34%-343.7pp | 276.72%-272.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $2,749 | $5,105-46.1% | $4,646-40.8% | $4,763-42.3% |
| Participant deferral / active EE | $11,019 | $7,183+53.4% | $6,843+61.0% | $5,983+84.1% |
| Admin fee / account holder | $29 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |