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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 | $1,512,474 | $70,366+2049.5% | $66,674+2168.5% | $138,895+988.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.16% | 386.41%-374.2pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $22,629 | $2,765+718.4% | $2,620+763.7% | $4,194+439.5% |
| Participant deferral / active EE | $17,350 | $4,374+296.7% | $4,084+324.8% | $6,396+171.3% |
| Admin fee / account holder | $197 | $5,262-96.3% | $5,098-96.1% | $12,562-98.4% |