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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 | $551,558 | $201,370+173.9% | $184,256+199.3% | $145,897+278.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.02% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $19,046 | $7,024+171.2% | $6,427+196.3% | $4,663+308.5% |
| Participant deferral / active EE | $13,603 | $9,808+38.7% | $9,133+48.9% | $6,689+103.4% |
| Admin fee / account holder | $29 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |