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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 | $834,056 | $239,571+248.1% | $183,328+355.0% | $137,256+507.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 8.14% | 35.69%-27.5pp | 29.67%-21.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,661 | $6,148-40.4% | $5,055-27.6% | $4,156-11.9% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7 | $30,059-100.0% | $21,427-100.0% | $12,270-99.9% |