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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 | $274,183 | $157,276+74.3% | $141,177+94.2% | $152,885+79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.40% | 64.33%-51.9pp | 71.40%-59.0pp | 345.39%-333.0pp |
| Employer contribution / active EE | $2,785 | $5,262-47.1% | $4,736-41.2% | $4,763-41.5% |
| Participant deferral / active EE | $6,424 | $7,110-9.6% | $6,710-4.3% | $5,851+9.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |