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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 | $2,352,558 | $199,109+1081.5% | $173,730+1254.1% | $154,746+1420.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 1.34% | 20.02%-18.7pp | 19.96%-18.6pp | 172.34%-171.0pp |
| Employer contribution / active EE | $39,000 | $5,311+634.3% | $4,577+752.0% | $4,379+790.6% |
| Participant deferral / active EE | $15,500 | $7,113+117.9% | $6,326+145.0% | $6,730+130.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |