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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 | $227,291+139.5% | $214,702+153.6% | $155,188+250.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.51% | 60.08%-52.6pp | 54.55%-47.0pp | 148.84%-141.3pp |
| Employer contribution / active EE | $5,546 | $6,772-18.1% | $6,461-14.2% | $4,248+30.6% |
| Participant deferral / active EE | $13,528 | $9,582+41.2% | $9,147+47.9% | $6,531+107.1% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |