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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 | $479,918 | $176,786+171.5% | $146,643+227.3% | $167,536+186.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.09% | 24.04%-18.0pp | 22.75%-16.7pp | 478.82%-472.7pp |
| Employer contribution / active EE | $2,998 | $5,161-41.9% | $4,137-27.5% | $4,839-38.0% |
| Participant deferral / active EE | $16,328 | $6,440+153.5% | $5,506+196.5% | $6,342+157.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |