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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 | $386,771 | $183,592+110.7% | $155,567+148.6% | $145,959+165.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.59% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.4pp |
| Employer contribution / active EE | $3,829 | $5,315-28.0% | $4,674-18.1% | $4,661-17.9% |
| Participant deferral / active EE | $12,750 | $6,464+97.2% | $5,628+126.6% | $6,689+90.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |