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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 | $560,587 | $148,623+277.2% | $135,974+312.3% | $139,466+302.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.97% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $28,558 | $5,246+444.3% | $4,859+487.7% | $4,754+500.7% |
| Participant deferral / active EE | $18,000 | $8,103+122.1% | $7,760+132.0% | $6,712+168.2% |
| Admin fee / account holder | $136 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |