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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 | $600,696 | $209,336+187.0% | $197,124+204.7% | $137,256+337.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.97% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,405 | $6,591-63.5% | $6,227-61.4% | $4,156-42.1% |
| Participant deferral / active EE | $14,957 | $9,614+55.6% | $9,135+63.7% | $6,407+133.5% |
| Admin fee / account holder | $2 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |