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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 | $699,300 | $149,778+366.9% | $118,946+487.9% | $158,966+339.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.95% | 19.95%-6.0pp | 35.89%-21.9pp | 302.95%-289.0pp |
| Employer contribution / active EE | $2,218 | $4,117-46.1% | $3,263-32.0% | $4,762-53.4% |
| Participant deferral / active EE | $1,072 | $5,225-79.5% | $4,266-74.9% | $5,983-82.1% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |