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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 | $334,636 | $174,379+91.9% | $152,093+120.0% | $138,895+140.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.67% | 74.86%-66.2pp | 66.36%-57.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $9,733 | $4,652+109.2% | $4,175+133.1% | $4,194+132.1% |
| Participant deferral / active EE | $19,939 | $6,159+223.7% | $5,451+265.8% | $6,396+211.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |