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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 | $712,436 | $212,386+235.4% | $199,883+256.4% | $138,895+412.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.31% | 47.75%-38.4pp | 43.81%-34.5pp | 145.39%-136.1pp |
| Employer contribution / active EE | $17,432 | $6,625+163.1% | $6,261+178.4% | $4,194+315.6% |
| Participant deferral / active EE | $12,917 | $9,617+34.3% | $9,138+41.3% | $6,396+101.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |