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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 | $585,275 | $225,673+159.3% | $203,872+187.1% | $155,188+277.1% |
| Participation rate | 91.7% | 80.3%+11.4pp | 77.8%+13.9pp | 80.8%+10.9pp |
| Annual return | 9.12% | 95.91%-86.8pp | 85.11%-76.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $18,884 | $4,099+360.7% | $3,757+402.6% | $4,248+344.6% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |