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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 | $348,827 | $154,228+126.2% | $145,433+139.9% | $137,256+154.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.00% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,807 | $4,804-41.6% | $4,554-38.4% | $4,156-32.5% |
| Participant deferral / active EE | $28,191 | $8,216+243.1% | $7,897+257.0% | $6,407+340.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |