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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 | $946,671 | $107,809+778.1% | $90,657+944.2% | $135,379+599.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.23% | -0.90%-3.3pp | 1.89%-6.1pp | 519.79%-524.0pp |
| Employer contribution / active EE | $5,000 | $3,018+65.7% | $2,532+97.5% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $50 | $5,931-99.2% | $4,994-99.0% | $10,828-99.5% |