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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 | $278,541 | $99,875+178.9% | $146,866+89.7% | $86,983+220.2% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.5%-8.2pp | 69.5%+4.7pp |
| Annual return | 13.57% | 28.10%-14.5pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $4,634 | $3,224+43.7% | $4,425+4.7% | $2,584+79.3% |
| Participant deferral / active EE | $7,950 | $6,322+25.7% | $7,759+2.5% | $4,194+89.6% |
| Admin fee / account holder | $3 | $7,838-100.0% | $13,620-100.0% | $7,856-100.0% |