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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 | $455,835 | $166,131+174.4% | $164,975+176.3% | $145,877+212.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 2.23% | 100.37%-98.1pp | 70.12%-67.9pp | 551.28%-549.1pp |
| Employer contribution / active EE | $3,479 | $5,276-34.1% | $4,343-19.9% | $4,663-25.4% |
| Participant deferral / active EE | $16,195 | $6,962+132.6% | $6,033+168.4% | $6,691+142.1% |
| Admin fee / account holder | $42 | $16,648-99.7% | $12,688-99.7% | $13,402-99.7% |