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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 | $265,195 | $150,412+76.3% | $120,574+119.9% | $145,884+81.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 8.54% | 154.50%-146.0pp | 107.42%-98.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,583 | $4,355-63.6% | $3,471-54.4% | $4,662-66.0% |
| Participant deferral / active EE | $9,918 | $6,175+60.6% | $4,996+98.5% | $6,690+48.3% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |