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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 | $671,854 | $180,028+273.2% | $138,135+386.4% | $158,966+322.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 1.82% | 21.68%-19.9pp | 20.51%-18.7pp | 302.95%-301.1pp |
| Employer contribution / active EE | $17,013 | $7,470+127.8% | $5,587+204.5% | $4,762+257.2% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,250-100.0% |