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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 | $486,967 | $210,343+131.5% | $153,476+217.3% | $145,978+233.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.26% | 13.38%-9.1pp | 15.66%-11.4pp | 550.52%-546.3pp |
| Employer contribution / active EE | $2,500 | $6,047-58.7% | $5,038-50.4% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,759-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |