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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 | $157,304+82.6% | $141,197+103.4% | $152,909+87.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.92% | 64.34%-59.4pp | 71.41%-66.5pp | 345.46%-340.5pp |
| Employer contribution / active EE | $5,895 | $5,263+12.0% | $4,736+24.5% | $4,764+23.7% |
| Participant deferral / active EE | $2,500 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |