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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 | $1,298,989 | $97,125+1237.4% | $86,233+1406.4% | $137,256+846.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 6.11% | 74.19%-68.1pp | 61.39%-55.3pp | 220.34%-214.2pp |
| Employer contribution / active EE | $25,713 | $2,841+805.0% | $2,504+926.7% | $4,156+518.7% |
| Participant deferral / active EE | $12,917 | $5,180+149.4% | $4,559+183.3% | $6,407+101.6% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |