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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 | $316,235 | $163,687+93.2% | $108,745+190.8% | $273,972+15.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | -11.10% | 31.16%-42.3pp | 46.22%-57.3pp | 41.46%-52.6pp |
| Employer contribution / active EE | $44,000 | $4,711+833.9% | $3,323+1224.1% | $4,869+803.7% |
| Participant deferral / active EE | $12,000 | $7,155+67.7% | $5,121+134.3% | $5,287+127.0% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |