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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 | $301,862 | $172,111+75.4% | $150,298+100.8% | $137,256+119.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.72% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,089 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $115 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |