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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 | $563,990 | $106,923+427.5% | $84,023+571.2% | $152,909+268.8% |
| Participation rate | 71.4% | 75.3%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 6.29% | 105.02%-98.7pp | 71.32%-65.0pp | 345.46%-339.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |