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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 | $503,344 | $103,008+388.6% | $90,304+457.4% | $152,897+229.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.70% | 95.22%-90.5pp | 78.13%-73.4pp | 345.43%-340.7pp |
| Employer contribution / active EE | $19,579 | $3,139+523.7% | $2,855+585.8% | $4,764+311.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |