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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 | $340,385 | $174,379+95.2% | $152,093+123.8% | $138,895+145.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 8.22% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $27,263 | $4,652+486.1% | $4,175+553.1% | $4,194+550.0% |
| Participant deferral / active EE | $9,708 | $6,159+57.6% | $5,451+78.1% | $6,396+51.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |