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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 | $331,308 | $172,111+92.5% | $150,298+120.4% | $137,256+141.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.68% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,246 | $4,636+13.1% | $4,154+26.3% | $4,156+26.2% |
| Participant deferral / active EE | $12,733 | $6,166+106.5% | $5,453+133.5% | $6,407+98.7% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |