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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 | $367,472 | $148,629+147.2% | $135,982+170.2% | $139,487+163.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.55% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $6,651 | $5,247+26.8% | $4,859+36.9% | $4,755+39.9% |
| Participant deferral / active EE | $11,465 | $8,102+41.5% | $7,760+47.7% | $6,713+70.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |