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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 | $263,114 | $217,432+21.0% | $185,849+41.6% | $167,536+57.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.75% | 148.42%-139.7pp | 122.10%-113.3pp | 478.82%-470.1pp |
| Employer contribution / active EE | $2,422 | $5,875-58.8% | $5,169-53.1% | $4,839-50.0% |
| Participant deferral / active EE | $14,300 | $6,357+124.9% | $5,569+156.8% | $6,342+125.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |