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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 | $201,344+25.7% | $184,243+37.4% | $145,877+73.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.98% | 29.01%-21.0pp | 28.82%-20.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $9,532 | $7,022+35.7% | $6,427+48.3% | $4,663+104.4% |
| Participant deferral / active EE | $14,164 | $9,807+44.4% | $9,132+55.1% | $6,691+111.7% |
| Admin fee / account holder | $121 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |