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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 | $303,840 | $95,979+216.6% | $74,551+307.6% | $135,380+124.4% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -6.12% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-525.9pp |
| Employer contribution / active EE | $12,880 | $2,716+374.2% | $1,961+556.8% | $4,779+169.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |