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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 | $315,609 | $152,587+106.8% | $125,175+152.1% | $152,870+106.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.67% | 54.84%-50.2pp | 43.79%-39.1pp | 345.34%-340.7pp |
| Employer contribution / active EE | $17,668 | $4,946+257.2% | $3,865+357.1% | $4,763+271.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |