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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 | $1,084,142 | $174,379+521.7% | $152,093+612.8% | $138,895+680.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.09% | 74.86%-65.8pp | 66.36%-57.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $2,281 | $4,652-51.0% | $4,175-45.4% | $4,194-45.6% |
| Participant deferral / active EE | $16,227 | $6,159+163.5% | $5,451+197.7% | $6,396+153.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |