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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 | $510,703 | $165,939+207.8% | $122,354+317.4% | $147,586+246.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 1.80% | 34.56%-32.8pp | 30.28%-28.5pp | 578.59%-576.8pp |
| Employer contribution / active EE | $7,000 | $5,754+21.6% | $4,051+72.8% | $4,876+43.5% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.7% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |