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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 | $1,201,526 | $185,312+548.4% | $161,489+644.0% | $154,746+676.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.72% | 103.84%-99.1pp | 89.72%-85.0pp | 172.34%-167.6pp |
| Employer contribution / active EE | $15,750 | $4,769+230.2% | $4,268+269.0% | $4,379+259.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $126 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |