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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 | $448,663 | $153,769+191.8% | $133,975+234.9% | $273,972+63.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.29% | 36.51%-38.8pp | 29.29%-31.6pp | 41.46%-43.7pp |
| Employer contribution / active EE | $10,169 | $6,029+68.7% | $5,211+95.1% | $4,869+108.9% |
| Participant deferral / active EE | $10,317 | $6,958+48.3% | $6,282+64.2% | $5,287+95.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |