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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 | $598,100 | $232,540+157.2% | $185,117+223.1% | $147,585+305.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.87% | 43.03%-42.2pp | 40.50%-39.6pp | 578.58%-577.7pp |
| Employer contribution / active EE | $48,101 | $5,195+825.9% | $4,182+1050.3% | $4,876+886.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $200 | $10,275-98.1% | $8,159-97.5% | $10,886-98.2% |