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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 | $544,427 | $223,823+143.2% | $211,142+157.8% | $154,746+251.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.51% | 50.39%-42.9pp | 46.84%-39.3pp | 172.34%-164.8pp |
| Employer contribution / active EE | $5,546 | $6,787-18.3% | $6,442-13.9% | $4,379+26.6% |
| Participant deferral / active EE | $13,528 | $9,750+38.7% | $9,284+45.7% | $6,730+101.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |