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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 | $360,299 | $175,259+105.6% | $149,723+140.6% | $139,487+158.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.85% | 166.82%-161.0pp | 134.50%-128.6pp | 373.84%-368.0pp |
| Employer contribution / active EE | $10,000 | $5,478+82.5% | $4,821+107.4% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $66 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |