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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 | $223,823+41.1% | $211,142+49.6% | $154,746+104.2% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 7.61% | 50.39%-42.8pp | 46.84%-39.2pp | 172.34%-164.7pp |
| Employer contribution / active EE | $4,104 | $6,787-39.5% | $6,442-36.3% | $4,379-6.3% |
| Participant deferral / active EE | $8,870 | $9,750-9.0% | $9,284-4.5% | $6,730+31.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |