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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 | $436,392 | $117,895+270.2% | $102,460+325.9% | $145,897+199.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 6.64% | 31.92%-25.3pp | 29.47%-22.8pp | 552.29%-545.7pp |
| Employer contribution / active EE | $15,740 | $3,619+334.9% | $3,025+420.3% | $4,663+237.6% |
| Participant deferral / active EE | $13,600 | $5,736+137.1% | $5,056+169.0% | $6,689+103.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |