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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 | $441,698 | $103,000+328.8% | $90,300+389.1% | $152,885+188.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.13% | 95.19%-90.1pp | 78.11%-73.0pp | 345.39%-340.3pp |
| Employer contribution / active EE | $11,094 | $3,138+253.5% | $2,854+288.7% | $4,763+132.9% |
| Participant deferral / active EE | $3,466 | $4,281-19.0% | $3,884-10.8% | $5,851-40.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |