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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 | $673,874 | $106,280+534.1% | $96,538+598.0% | $139,487+383.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.68% | 38.48%-36.8pp | 35.74%-34.1pp | 373.84%-372.2pp |
| Employer contribution / active EE | $15,550 | $4,107+278.6% | $3,740+315.8% | $4,755+227.0% |
| Participant deferral / active EE | $22,500 | $5,457+312.3% | $4,880+361.0% | $6,713+235.2% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |