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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 | $252,390 | $172,111+46.6% | $150,298+67.9% | $137,256+83.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 6.65% | 69.37%-62.7pp | 62.79%-56.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $4,486 | $4,636-3.2% | $4,154+8.0% | $4,156+7.9% |
| Participant deferral / active EE | $13,395 | $6,166+117.3% | $5,453+145.7% | $6,407+109.1% |
| Admin fee / account holder | $41 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |