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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 | $1,647,292 | $154,228+968.1% | $145,433+1032.7% | $137,256+1100.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.19% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $36,245 | $4,804+654.5% | $4,554+695.8% | $4,156+772.1% |
| Participant deferral / active EE | $32,875 | $8,216+300.1% | $7,897+316.3% | $6,407+413.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |