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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 | $670,386 | $118,496+465.7% | $98,461+580.9% | $139,466+380.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.67% | 18.96%-15.3pp | 21.17%-17.5pp | 373.66%-370.0pp |
| Employer contribution / active EE | $19,032 | $3,611+427.1% | $3,049+524.3% | $4,754+300.3% |
| Participant deferral / active EE | $12,503 | $5,393+131.8% | $4,738+163.9% | $6,712+86.3% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |