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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 | $210,991+130.8% | $153,741+216.7% | $145,897+233.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.26% | 13.46%-9.2pp | 15.71%-11.4pp | 552.29%-548.0pp |
| Employer contribution / active EE | $2,500 | $6,057-58.7% | $5,042-50.4% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |