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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 | $278,357 | $162,812+71.0% | $133,971+107.8% | $158,966+75.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.44% | 41.94%-38.5pp | 45.09%-41.7pp | 302.95%-299.5pp |
| Employer contribution / active EE | $3,381 | $4,976-32.1% | $3,919-13.7% | $4,762-29.0% |
| Participant deferral / active EE | $9,447 | $5,910+59.8% | $5,047+87.2% | $5,983+57.9% |
| Admin fee / account holder | $138 | $11,741-98.8% | $8,929-98.5% | $11,250-98.8% |