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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 | $1,139,269 | $106,247+972.3% | $96,515+1080.4% | $139,466+716.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.54% | 38.47%-27.9pp | 35.73%-25.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $25,704 | $4,106+526.0% | $3,740+587.4% | $4,754+440.7% |
| Participant deferral / active EE | $20,900 | $5,456+283.1% | $4,880+328.3% | $6,712+211.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |