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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 | $767,873 | $210,510+264.8% | $153,500+400.2% | $145,877+426.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.05% | 13.45%-11.4pp | 15.70%-13.7pp | 551.28%-549.2pp |
| Employer contribution / active EE | $2,570 | $6,052-57.5% | $5,039-49.0% | $4,663-44.9% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7 | $19,455-100.0% | $12,736-99.9% | $13,402-99.9% |