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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 | $283,599 | $123,155+130.3% | $108,753+160.8% | $155,188+82.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.86% | 44.73%-38.9pp | 37.47%-31.6pp | 148.84%-143.0pp |
| Employer contribution / active EE | $14,602 | $2,811+419.4% | $2,427+501.8% | $4,248+243.8% |
| Participant deferral / active EE | $27,250 | $4,623+489.4% | $4,115+562.2% | $6,531+317.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |