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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 | $1,468,656 | $116,190+1164.0% | $93,614+1468.8% | $152,885+860.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 6.46% | 35.96%-29.5pp | 32.76%-26.3pp | 345.39%-338.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |