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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 | $201,344+173.9% | $184,243+199.4% | $145,877+278.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.02% | 29.01%-22.0pp | 28.82%-21.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $19,046 | $7,022+171.2% | $6,427+196.4% | $4,663+308.5% |
| Participant deferral / active EE | $13,603 | $9,807+38.7% | $9,132+49.0% | $6,691+103.3% |
| Admin fee / account holder | $29 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |