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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 | $443,036 | $100,203+342.1% | $85,240+419.8% | $145,897+203.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.50% | 84.28%-80.8pp | 66.75%-63.3pp | 552.29%-548.8pp |
| Employer contribution / active EE | $20,031 | $3,242+517.9% | $2,735+632.3% | $4,663+329.6% |
| Participant deferral / active EE | $11,159 | $5,299+110.6% | $4,527+146.5% | $6,689+66.8% |
| Admin fee / account holder | $40 | $7,265-99.4% | $6,165-99.4% | $13,390-99.7% |