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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 | $451,558 | $111,814+303.8% | $103,374+336.8% | $145,959+209.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.76% | 24.77%-22.0pp | 24.89%-22.1pp | 561.95%-559.2pp |
| Employer contribution / active EE | $14,882 | $4,214+253.2% | $3,869+284.6% | $4,661+219.3% |
| Participant deferral / active EE | $7,191 | $5,618+28.0% | $5,058+42.2% | $6,689+7.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |