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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 | $315,921 | $209,336+50.9% | $197,124+60.3% | $137,256+130.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 7.61% | 48.09%-40.5pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $4,104 | $6,591-37.7% | $6,227-34.1% | $4,156-1.3% |
| Participant deferral / active EE | $8,870 | $9,614-7.7% | $9,135-2.9% | $6,407+38.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |