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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 | $414,822 | $155,555+166.7% | $146,866+182.5% | $155,188+167.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.59% | 115.41%-109.8pp | 102.85%-97.3pp | 148.84%-143.3pp |
| Employer contribution / active EE | $2,933 | $4,647-36.9% | $4,425-33.7% | $4,248-31.0% |
| Participant deferral / active EE | $8,569 | $8,044+6.5% | $7,759+10.4% | $6,531+31.2% |
| Admin fee / account holder | $99 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |