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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 | $334,160 | $121,637+174.7% | $104,605+219.4% | $158,931+110.3% |
| Participation rate | 95.8% | 77.5%+18.3pp | 74.1%+21.8pp | 82.0%+13.9pp |
| Annual return | 11.04% | 465.32%-454.3pp | 340.46%-329.4pp | 302.86%-291.8pp |
| Employer contribution / active EE | $16,667 | $3,163+426.9% | $2,681+521.8% | $4,761+250.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |