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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 | $944,243 | $201,344+369.0% | $184,243+412.5% | $145,877+547.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -3.60% | 29.01%-32.6pp | 28.82%-32.4pp | 551.28%-554.9pp |
| Employer contribution / active EE | $1,664 | $7,022-76.3% | $6,427-74.1% | $4,663-64.3% |
| Participant deferral / active EE | $5,547 | $9,807-43.4% | $9,132-39.3% | $6,691-17.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |