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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 | $1,802,999 | $154,228+1069.1% | $145,433+1139.7% | $137,256+1213.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.60% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $6,250 | $4,804+30.1% | $4,554+37.2% | $4,156+50.4% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |