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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 | $183,592+84.4% | $155,567+117.6% | $145,959+131.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.07% | 61.24%-56.2pp | 64.74%-59.7pp | 561.95%-556.9pp |
| Employer contribution / active EE | $7,171 | $5,315+34.9% | $4,674+53.4% | $4,661+53.9% |
| Participant deferral / active EE | $10,421 | $6,464+61.2% | $5,628+85.2% | $6,689+55.8% |
| Admin fee / account holder | $112 | $19,318-99.4% | $15,916-99.3% | $13,398-99.2% |