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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 | $1,025,910 | $117,846+770.6% | $102,434+901.5% | $145,884+603.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.89% | 31.90%-24.0pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $10,900 | $3,615+201.5% | $3,023+260.5% | $4,662+133.8% |
| Participant deferral / active EE | $27,500 | $5,733+379.6% | $5,055+444.0% | $6,690+311.1% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |