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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 | $253,187 | $201,372+25.7% | $184,260+37.4% | $145,884+73.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.98% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $9,532 | $7,024+35.7% | $6,427+48.3% | $4,662+104.5% |
| Participant deferral / active EE | $14,164 | $9,808+44.4% | $9,133+55.1% | $6,690+111.7% |
| Admin fee / account holder | $121 | $16,362-99.3% | $13,898-99.1% | $13,392-99.1% |