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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 | $364,130 | $217,432+67.5% | $185,849+95.9% | $167,536+117.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.92% | 148.42%-142.5pp | 122.10%-116.2pp | 478.82%-472.9pp |
| Employer contribution / active EE | $3,444 | $5,875-41.4% | $5,169-33.4% | $4,839-28.8% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,569+86.8% | $6,342+64.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |