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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 | $746,309 | $209,425+256.4% | $178,499+318.1% | $158,966+369.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.19% | 188.80%-182.6pp | 151.10%-144.9pp | 302.95%-296.8pp |
| Employer contribution / active EE | $10,064 | $5,707+76.3% | $5,011+100.8% | $4,762+111.3% |
| Participant deferral / active EE | $6,723 | $5,955+12.9% | $5,202+29.2% | $5,983+12.4% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |