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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 | $335,131 | $217,427+54.1% | $185,837+80.3% | $167,518+100.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.01% | 148.39%-141.4pp | 122.08%-115.1pp | 478.71%-471.7pp |
| Employer contribution / active EE | $13,552 | $5,874+130.7% | $5,168+162.2% | $4,838+180.1% |
| Participant deferral / active EE | $8,579 | $6,357+35.0% | $5,568+54.1% | $6,342+35.3% |
| Admin fee / account holder | $214 | $19,816-98.9% | $16,241-98.7% | $12,312-98.3% |