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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 | $481,893 | $162,136+197.2% | $152,301+216.4% | $154,746+211.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.12% | 91.02%-82.9pp | 80.50%-72.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $38,000 | $4,890+677.0% | $4,624+721.7% | $4,379+767.8% |
| Participant deferral / active EE | $31,000 | $8,341+271.7% | $8,004+287.3% | $6,730+360.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |