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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 | $619,537 | $166,131+272.9% | $164,975+275.5% | $145,877+324.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.92% | 100.37%-95.5pp | 70.12%-65.2pp | 551.28%-546.4pp |
| Employer contribution / active EE | $3,414 | $5,276-35.3% | $4,343-21.4% | $4,663-26.8% |
| Participant deferral / active EE | $19,450 | $6,962+179.4% | $6,033+222.4% | $6,691+190.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |