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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 | $313,995 | $116,190+170.2% | $93,614+235.4% | $152,885+105.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.82% | 35.96%-30.1pp | 32.76%-26.9pp | 345.39%-339.6pp |
| Employer contribution / active EE | $6,978 | $3,219+116.8% | $2,718+156.7% | $4,763+46.5% |
| Participant deferral / active EE | $3,248 | $4,604-29.4% | $4,069-20.2% | $5,851-44.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |