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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 | $368,182 | $209,336+75.9% | $197,124+86.8% | $137,256+168.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.19% | 48.09%-39.9pp | 44.34%-36.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $35,333 | $6,591+436.1% | $6,227+467.4% | $4,156+750.2% |
| Participant deferral / active EE | $26,000 | $9,614+170.4% | $9,135+184.6% | $6,407+305.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |