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Participant contribution per participant 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 | $494,271 | $196,972+150.9% | $182,262+171.2% | $198,609+148.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.09% | 158.27%-148.2pp | 140.60%-130.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,720 | $5,364-67.9% | $5,046-65.9% | $5,055-66.0% |
| Participant deferral / active EE | $854 | $8,643-90.1% | $8,276-89.7% | $6,977-87.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |