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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 | $333,595 | $201,372+65.7% | $184,260+81.0% | $145,884+128.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.33% | 29.04%-22.7pp | 28.84%-22.5pp | 551.85%-545.5pp |
| Employer contribution / active EE | $5,611 | $7,024-20.1% | $6,427-12.7% | $4,662+20.3% |
| Participant deferral / active EE | $10,687 | $9,808+9.0% | $9,133+17.0% | $6,690+59.8% |
| Admin fee / account holder | $5 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |