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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 | $720,489 | $104,251+591.1% | $91,004+691.7% | $147,586+388.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.83% | 27.06%-19.2pp | 4.60%+3.2pp | 578.59%-570.8pp |
| Employer contribution / active EE | $9,000 | $3,116+188.9% | $2,456+266.5% | $4,876+84.6% |
| Participant deferral / active EE | $12,000 | $4,195+186.1% | $3,548+238.3% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |