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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 | $97,289+485.0% | $92,805+513.2% | $155,188+266.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 6.16% | 29.03%-22.9pp | 31.59%-25.4pp | 148.84%-142.7pp |
| Employer contribution / active EE | $2,086 | $3,632-42.6% | $3,424-39.1% | $4,248-50.9% |
| Participant deferral / active EE | $18,750 | $8,795+113.2% | $8,448+122.0% | $6,531+187.1% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |