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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 | $185,312+83.7% | $161,489+110.8% | $154,746+120.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 8.22% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $27,263 | $4,769+471.7% | $4,268+538.7% | $4,379+522.6% |
| Participant deferral / active EE | $9,708 | $6,350+52.9% | $5,630+72.4% | $6,730+44.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |