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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 | $457,825 | $124,425+268.0% | $112,040+308.6% | $137,256+233.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -0.23% | 24.72%-25.0pp | 24.52%-24.8pp | 220.34%-220.6pp |
| Employer contribution / active EE | $7,600 | $3,411+122.8% | $2,954+157.3% | $4,156+82.9% |
| Participant deferral / active EE | $15,200 | $5,718+165.8% | $5,098+198.2% | $6,407+137.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |