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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 | $441,965 | $167,533+163.8% | $151,645+191.4% | $134,545+228.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.30% | 7.81%-31.1pp | 3.34%-26.6pp | 418.37%-441.7pp |
| Employer contribution / active EE | $3,285 | $6,828-51.9% | $6,165-46.7% | $4,742-30.7% |
| Participant deferral / active EE | $14,190 | $8,985+57.9% | $8,363+69.7% | $6,401+121.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |