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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 | $349,542 | $102,828+239.9% | $105,387+231.7% | $152,909+128.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.90% | 20.85%-20.0pp | 26.82%-25.9pp | 345.46%-344.6pp |
| Employer contribution / active EE | $15,394 | $4,473+244.2% | $4,213+265.4% | $4,764+223.1% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |