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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 | $713,190 | $124,314+473.7% | $109,163+553.3% | $167,518+325.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.51% | 26.04%-18.5pp | 25.75%-18.2pp | 478.71%-471.2pp |
| Employer contribution / active EE | $2,487 | $4,209-40.9% | $3,723-33.2% | $4,838-48.6% |
| Participant deferral / active EE | $5,996 | $5,256+14.1% | $4,654+28.8% | $6,342-5.5% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |