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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 | $268,219 | $183,627+46.1% | $155,602+72.4% | $145,978+83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $3,606 | $5,316-32.2% | $4,675-22.9% | $4,662-22.6% |
| Participant deferral / active EE | $16,840 | $6,466+160.4% | $5,629+199.2% | $6,690+151.7% |
| Admin fee / account holder | $3 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |