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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 | $106,749+160.9% | $145,433+91.5% | $82,448+237.8% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 13.57% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,634 | $3,444+34.5% | $4,554+1.7% | $2,551+81.7% |
| Participant deferral / active EE | $7,950 | $6,519+22.0% | $7,897+0.7% | $4,139+92.1% |
| Admin fee / account holder | $3 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |