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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 | $827,737 | $142,430+481.2% | $115,170+618.7% | $152,885+441.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 4.35% | 41.48%-37.1pp | 35.60%-31.3pp | 345.39%-341.0pp |
| Employer contribution / active EE | $49,400 | $4,011+1131.7% | $3,179+1453.9% | $4,763+937.1% |
| Participant deferral / active EE | $3,200 | $5,165-38.0% | $4,169-23.2% | $5,851-45.3% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |