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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 | $371,694 | $201,372+84.6% | $184,260+101.7% | $145,884+154.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.52% | 29.04%-23.5pp | 28.84%-23.3pp | 551.85%-546.3pp |
| Employer contribution / active EE | $16,667 | $7,024+137.3% | $6,427+159.3% | $4,662+257.5% |
| Participant deferral / active EE | $10,400 | $9,808+6.0% | $9,133+13.9% | $6,690+55.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |