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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 | $484,542 | $223,823+116.5% | $211,142+129.5% | $154,746+213.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.98% | 50.39%-41.4pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $24,307 | $6,787+258.2% | $6,442+277.3% | $4,379+455.1% |
| Participant deferral / active EE | $9,300 | $9,750-4.6% | $9,284+0.2% | $6,730+38.2% |
| Admin fee / account holder | $40 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |