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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 | $324,437 | $215,361+50.6% | $171,082+89.6% | $273,972+18.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.91% | 25.14%-26.0pp | 32.56%-33.5pp | 41.46%-42.4pp |
| Employer contribution / active EE | $2,484 | $4,967-50.0% | $4,002-37.9% | $4,869-49.0% |
| Participant deferral / active EE | $5,939 | $5,543+7.1% | $4,797+23.8% | $5,287+12.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |