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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 | $755,930 | $223,823+237.7% | $211,142+258.0% | $154,746+388.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 7.45% | 50.39%-42.9pp | 46.84%-39.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $7,828 | $6,787+15.3% | $6,442+21.5% | $4,379+78.8% |
| Participant deferral / active EE | $8,720 | $9,750-10.6% | $9,284-6.1% | $6,730+29.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |