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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 | $303,321 | $201,372+50.6% | $184,260+64.6% | $145,884+107.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.49% | 29.04%-21.5pp | 28.84%-21.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,674 | $7,024-61.9% | $6,427-58.4% | $4,662-42.7% |
| Participant deferral / active EE | $15,402 | $9,808+57.0% | $9,133+68.6% | $6,690+130.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |