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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 | $465,112 | $165,399+181.2% | $149,745+210.6% | $158,982+192.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.55% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $394 | $7,183-94.5% | $6,843-94.2% | $5,983-93.4% |
| Admin fee / account holder | $223 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |