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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 | $2,441,193 | $172,111+1318.4% | $150,298+1524.2% | $137,256+1678.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.46% | 69.37%-66.9pp | 62.79%-60.3pp | 220.34%-217.9pp |
| Employer contribution / active EE | $1,171 | $4,636-74.7% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $11,583 | $6,166+87.9% | $5,453+112.4% | $6,407+80.8% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |