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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 | $552,699 | $104,251+430.2% | $91,004+507.3% | $147,585+274.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.23% | 27.06%-18.8pp | 4.60%+3.6pp | 578.58%-570.4pp |
| Employer contribution / active EE | $16,747 | $3,116+437.5% | $2,456+581.9% | $4,876+243.4% |
| Participant deferral / active EE | $9,600 | $4,195+128.8% | $3,548+170.6% | $5,439+76.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |