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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 | $500,992 | $201,370+148.8% | $184,256+171.9% | $145,897+243.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.45% | 29.05%-22.6pp | 28.85%-22.4pp | 552.29%-545.8pp |
| Employer contribution / active EE | $2,247 | $7,024-68.0% | $6,427-65.0% | $4,663-51.8% |
| Participant deferral / active EE | $7,548 | $9,808-23.0% | $9,133-17.4% | $6,689+12.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |