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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 | $257,654 | $156,398+64.7% | $147,318+74.9% | $138,895+85.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.04% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,553 | $4,853-47.4% | $4,593-44.4% | $4,194-39.1% |
| Participant deferral / active EE | $11,407 | $8,237+38.5% | $7,906+44.3% | $6,396+78.3% |
| Admin fee / account holder | $5 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |