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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 | $319,928 | $178,174+79.6% | $156,181+104.8% | $137,256+133.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 7.02% | 84.19%-77.2pp | 64.87%-57.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,662 | $4,972-26.4% | $4,294-14.7% | $4,156-11.9% |
| Participant deferral / active EE | $10,333 | $6,888+50.0% | $6,132+68.5% | $6,407+61.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |