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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 | $354,764 | $209,336+69.5% | $197,124+80.0% | $137,256+158.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.41% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $25,226 | $6,591+282.8% | $6,227+305.1% | $4,156+507.0% |
| Participant deferral / active EE | $23,125 | $9,614+140.5% | $9,135+153.2% | $6,407+260.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |