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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 | $474,741 | $115,225+312.0% | $100,712+371.4% | $138,895+241.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 1.06% | 40.35%-39.3pp | 33.27%-32.2pp | 145.39%-144.3pp |
| Employer contribution / active EE | $2,040 | $2,771-26.4% | $2,313-11.8% | $4,194-51.4% |
| Participant deferral / active EE | $3,185 | $4,699-32.2% | $4,085-22.0% | $6,396-50.2% |
| Admin fee / account holder | $96 | $10,844-99.1% | $9,256-99.0% | $12,562-99.2% |