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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 | $106,524+161.5% | $152,301+82.9% | $87,485+218.4% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.4%-8.2pp | 68.9%+5.4pp |
| Annual return | 13.57% | 26.89%-13.3pp | 80.50%-66.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $4,634 | $3,371+37.5% | $4,624+0.2% | $2,596+78.5% |
| Participant deferral / active EE | $7,950 | $6,525+21.8% | $8,004-0.7% | $4,274+86.0% |
| Admin fee / account holder | $3 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |