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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 | $493,648 | $181,062+172.6% | $158,223+212.0% | $155,188+218.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 3.46% | 57.39%-53.9pp | 52.09%-48.6pp | 148.84%-145.4pp |
| Employer contribution / active EE | $7,020 | $4,565+53.8% | $4,109+70.9% | $4,248+65.3% |
| Participant deferral / active EE | $10,250 | $6,134+67.1% | $5,467+87.5% | $6,531+56.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |