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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 | $734,579 | $162,136+353.1% | $152,301+382.3% | $154,746+374.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.22% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,580 | $4,890-67.7% | $4,624-65.8% | $4,379-63.9% |
| Participant deferral / active EE | $9,532 | $8,341+14.3% | $8,004+19.1% | $6,730+41.6% |
| Admin fee / account holder | $71 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |