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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 | $325,786 | $99,345+227.9% | $84,753+284.4% | $273,972+18.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 0.72% | 22.93%-22.2pp | 22.78%-22.1pp | 41.46%-40.7pp |
| Employer contribution / active EE | $11,364 | $4,214+169.7% | $3,574+217.9% | $4,869+133.4% |
| Participant deferral / active EE | $4,800 | $4,270+12.4% | $3,712+29.3% | $5,287-9.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |