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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 | $590,746 | $148,629+297.5% | $135,982+334.4% | $139,487+323.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.28% | 79.33%-72.1pp | 68.32%-61.0pp | 373.84%-366.6pp |
| Employer contribution / active EE | $6,588 | $5,247+25.6% | $4,859+35.6% | $4,755+38.6% |
| Participant deferral / active EE | $15,150 | $8,102+87.0% | $7,760+95.2% | $6,713+125.7% |
| Admin fee / account holder | $131 | $12,406-98.9% | $10,767-98.8% | $11,407-98.9% |