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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 | $282,059+195.7% | $213,469+290.7% | $154,746+439.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.14% | 20.90%-12.8pp | 20.58%-12.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $3,661 | $6,189-40.8% | $4,994-26.7% | $4,379-16.4% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7 | $37,435-100.0% | $27,141-100.0% | $14,365-100.0% |