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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 | $613,819 | $185,312+231.2% | $161,489+280.1% | $154,746+296.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.87% | 103.84%-96.0pp | 89.72%-81.9pp | 172.34%-164.5pp |
| Employer contribution / active EE | $20,284 | $4,769+325.3% | $4,268+375.2% | $4,379+363.2% |
| Participant deferral / active EE | $15,250 | $6,350+140.2% | $5,630+170.9% | $6,730+126.6% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |