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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 | $262,982 | $157,276+67.2% | $141,177+86.3% | $152,885+72.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.42% | 64.33%-61.9pp | 71.40%-69.0pp | 345.39%-343.0pp |
| Employer contribution / active EE | $17,083 | $5,262+224.7% | $4,736+260.7% | $4,763+258.7% |
| Participant deferral / active EE | $21,000 | $7,110+195.3% | $6,710+213.0% | $5,851+258.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |