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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 | $376,321 | $112,729+233.8% | $98,716+281.2% | $137,256+174.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.87% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,556 | $2,725+103.9% | $2,279+143.8% | $4,156+33.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $283 | $10,129-97.2% | $8,703-96.8% | $12,270-97.7% |