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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 | $99,053+1211.4% | $88,179+1373.1% | $138,895+835.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 6.11% | 78.17%-72.1pp | 64.97%-58.9pp | 145.39%-139.3pp |
| Employer contribution / active EE | $25,713 | $2,882+792.2% | $2,549+908.6% | $4,194+513.0% |
| Participant deferral / active EE | $12,917 | $5,225+147.2% | $4,614+180.0% | $6,396+101.9% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |