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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 | $343,090 | $156,398+119.4% | $147,318+132.9% | $138,895+147.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.77% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,500 | $4,853-69.1% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $4,400 | $8,237-46.6% | $7,906-44.3% | $6,396-31.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |