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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 | $270,345 | $209,425+29.1% | $178,499+51.5% | $158,966+70.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.05% | 188.80%-184.7pp | 151.10%-147.1pp | 302.95%-298.9pp |
| Employer contribution / active EE | $7,737 | $5,707+35.6% | $5,011+54.4% | $4,762+62.4% |
| Participant deferral / active EE | $9,403 | $5,955+57.9% | $5,202+80.7% | $5,983+57.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |