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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 | $454,834 | $115,814+292.7% | $101,275+349.1% | $158,982+186.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.84% | 56.16%-53.3pp | 46.48%-43.6pp | 302.99%-300.1pp |
| Employer contribution / active EE | $9,129 | $4,176+118.6% | $3,660+149.4% | $4,763+91.7% |
| Participant deferral / active EE | $15,490 | $4,958+212.4% | $4,371+254.4% | $5,983+158.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |