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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 | $201,344+148.8% | $184,243+171.9% | $145,877+243.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.45% | 29.01%-22.6pp | 28.82%-22.4pp | 551.28%-544.8pp |
| Employer contribution / active EE | $2,247 | $7,022-68.0% | $6,427-65.0% | $4,663-51.8% |
| Participant deferral / active EE | $7,548 | $9,807-23.0% | $9,132-17.3% | $6,691+12.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |