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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 | $517,741 | $110,410+368.9% | $102,437+405.4% | $145,897+254.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.59% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $22,735 | $4,217+439.1% | $3,871+487.4% | $4,663+387.6% |
| Participant deferral / active EE | $10,830 | $5,622+92.6% | $5,060+114.0% | $6,689+61.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |