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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 | $378,249 | $148,582+154.6% | $135,942+178.2% | $139,456+171.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.84% | 79.26%-67.4pp | 68.28%-56.4pp | 373.45%-361.6pp |
| Employer contribution / active EE | $3,604 | $5,245-31.3% | $4,858-25.8% | $4,753-24.2% |
| Participant deferral / active EE | $10,923 | $8,101+34.8% | $7,759+40.8% | $6,711+62.8% |
| Admin fee / account holder | $64 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |