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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 | $636,736 | $176,838+260.1% | $146,685+334.1% | $167,518+280.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.97% | 24.04%-19.1pp | 22.75%-17.8pp | 478.71%-473.7pp |
| Employer contribution / active EE | $20,139 | $5,161+290.2% | $4,137+386.8% | $4,838+316.2% |
| Participant deferral / active EE | $18,417 | $6,441+185.9% | $5,507+234.4% | $6,342+190.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |