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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 | $251,966 | $217,427+15.9% | $185,837+35.6% | $167,518+50.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.54% | 148.39%-147.9pp | 122.08%-121.5pp | 478.71%-478.2pp |
| Employer contribution / active EE | $4,714 | $5,874-19.7% | $5,168-8.8% | $4,838-2.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |