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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 | $1,023,527 | $148,623+588.7% | $135,974+652.7% | $139,466+633.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.59% | 79.30%-70.7pp | 68.30%-59.7pp | 373.66%-365.1pp |
| Employer contribution / active EE | $17,000 | $5,246+224.0% | $4,859+249.9% | $4,754+257.6% |
| Participant deferral / active EE | $13,500 | $8,103+66.6% | $7,760+74.0% | $6,712+101.1% |
| Admin fee / account holder | $244 | $12,406-98.0% | $10,767-97.7% | $11,409-97.9% |