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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 | $370,023 | $87,166+324.5% | $76,735+382.2% | $137,256+169.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.05% | 26.50%-21.4pp | 29.77%-24.7pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,610 | $2,904-10.1% | $2,454+6.3% | $4,156-37.2% |
| Participant deferral / active EE | $23,920 | $4,726+406.1% | $4,088+485.1% | $6,407+273.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |