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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 | $185,312+1217.3% | $161,489+1411.7% | $154,746+1477.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 2.46% | 103.84%-101.4pp | 89.72%-87.3pp | 172.34%-169.9pp |
| Employer contribution / active EE | $1,171 | $4,769-75.4% | $4,268-72.6% | $4,379-73.3% |
| Participant deferral / active EE | $11,583 | $6,350+82.4% | $5,630+105.7% | $6,730+72.1% |
| Admin fee / account holder | $9 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |