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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 | $816,041 | $110,379+639.3% | $102,412+696.8% | $145,884+459.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 8.45% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $24,959 | $4,216+492.0% | $3,870+544.9% | $4,662+435.3% |
| Participant deferral / active EE | $14,720 | $5,622+161.8% | $5,060+190.9% | $6,690+120.0% |
| Admin fee / account holder | $64 | $9,745-99.3% | $8,388-99.2% | $13,392-99.5% |