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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 | $591,763 | $124,425+375.6% | $112,040+428.2% | $137,256+331.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.75% | 24.72%-19.0pp | 24.52%-18.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $24,900 | $3,411+629.9% | $2,954+742.9% | $4,156+499.1% |
| Participant deferral / active EE | $22,600 | $5,718+295.2% | $5,098+343.3% | $6,407+252.8% |
| Admin fee / account holder | $2 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |