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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 | $569,107 | $102,609+454.6% | $98,090+480.2% | $138,895+309.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 6.16% | 36.44%-30.3pp | 37.05%-30.9pp | 145.39%-139.2pp |
| Employer contribution / active EE | $2,086 | $3,867-46.1% | $3,606-42.2% | $4,194-50.3% |
| Participant deferral / active EE | $18,750 | $8,167+129.6% | $7,845+139.0% | $6,396+193.1% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |