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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 | $809,632 | $148,623+444.8% | $135,974+495.4% | $139,466+480.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.96% | 79.30%-72.3pp | 68.30%-61.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $13,374 | $5,246+154.9% | $4,859+175.2% | $4,754+181.3% |
| Participant deferral / active EE | $14,223 | $8,103+75.5% | $7,760+83.3% | $6,712+111.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |