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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 | $885,292 | $228,395+287.6% | $185,861+376.3% | $158,982+456.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.08% | 40.82%-36.7pp | 35.96%-31.9pp | 302.99%-298.9pp |
| Employer contribution / active EE | $20,000 | $4,968+302.6% | $4,088+389.2% | $4,763+319.9% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $82 | $11,869-99.3% | $9,503-99.1% | $11,252-99.3% |