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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 | $341,091 | $106,923+219.0% | $84,023+306.0% | $152,909+123.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.64% | 105.02%-102.4pp | 71.32%-68.7pp | 345.46%-342.8pp |
| Employer contribution / active EE | $14,916 | $2,735+445.3% | $1,984+651.9% | $4,764+213.1% |
| Participant deferral / active EE | $4,314 | $4,013+7.5% | $3,239+33.2% | $5,851-26.3% |
| Admin fee / account holder | $10 | $8,289-99.9% | $6,102-99.8% | $11,601-99.9% |