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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 | $209,336+261.1% | $197,124+283.5% | $137,256+450.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 7.45% | 48.09%-40.6pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $7,828 | $6,591+18.8% | $6,227+25.7% | $4,156+88.4% |
| Participant deferral / active EE | $8,720 | $9,614-9.3% | $9,135-4.5% | $6,407+36.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |