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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 | $338,463 | $183,516+84.4% | $155,534+117.6% | $145,884+132.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.07% | 61.43%-56.4pp | 64.92%-59.8pp | 551.85%-546.8pp |
| Employer contribution / active EE | $7,171 | $5,315+34.9% | $4,675+53.4% | $4,662+53.8% |
| Participant deferral / active EE | $10,421 | $6,467+61.1% | $5,630+85.1% | $6,690+55.8% |
| Admin fee / account holder | $112 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |