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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 | $287,190 | $157,270+82.6% | $141,173+103.4% | $152,870+87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.92% | 64.33%-59.4pp | 71.40%-66.5pp | 345.34%-340.4pp |
| Employer contribution / active EE | $5,895 | $5,261+12.0% | $4,735+24.5% | $4,763+23.8% |
| Participant deferral / active EE | $2,500 | $7,110-64.8% | $6,710-62.7% | $5,850-57.3% |
| Admin fee / account holder | $14 | $12,121-99.9% | $10,262-99.9% | $11,597-99.9% |