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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 | $325,595 | $103,038+216.0% | $90,324+260.5% | $152,909+112.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 3.27% | 95.25%-92.0pp | 78.15%-74.9pp | 345.46%-342.2pp |
| Employer contribution / active EE | $6,250 | $3,141+99.0% | $2,856+118.9% | $4,764+31.2% |
| Participant deferral / active EE | $12,200 | $4,282+184.9% | $3,885+214.0% | $5,851+108.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |