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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 | $533,940 | $209,422+155.0% | $178,503+199.1% | $158,982+235.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.60% | 188.81%-184.2pp | 151.12%-146.5pp | 302.99%-298.4pp |
| Employer contribution / active EE | $6,947 | $5,707+21.7% | $5,011+38.6% | $4,763+45.9% |
| Participant deferral / active EE | $5,366 | $5,955-9.9% | $5,202+3.1% | $5,983-10.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |