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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 | $470,491 | $185,312+153.9% | $161,489+191.3% | $154,746+204.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.22% | 103.84%-97.6pp | 89.72%-83.5pp | 172.34%-166.1pp |
| Employer contribution / active EE | $12,597 | $4,769+164.1% | $4,268+195.1% | $4,379+187.7% |
| Participant deferral / active EE | $13,050 | $6,350+105.5% | $5,630+131.8% | $6,730+93.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |