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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 | $277,505 | $184,014+50.8% | $161,149+72.2% | $138,895+99.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.01% | 21.52%-13.5pp | 21.16%-13.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $3,940 | $5,055-22.1% | $4,360-9.6% | $4,194-6.1% |
| Participant deferral / active EE | $5,875 | $6,909-15.0% | $6,153-4.5% | $6,396-8.1% |
| Admin fee / account holder | $31 | $18,027-99.8% | $15,194-99.8% | $12,562-99.8% |