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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 | $123,155+285.5% | $108,753+336.5% | $155,188+205.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 1.06% | 44.73%-43.7pp | 37.47%-36.4pp | 148.84%-147.8pp |
| Employer contribution / active EE | $2,040 | $2,811-27.4% | $2,427-15.9% | $4,248-52.0% |
| Participant deferral / active EE | $3,185 | $4,623-31.1% | $4,115-22.6% | $6,531-51.2% |
| Admin fee / account holder | $96 | $12,126-99.2% | $10,320-99.1% | $14,480-99.3% |