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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 | $156,616+140.3% | $133,346+182.2% | $198,609+89.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.87% | 44.25%-24.4pp | 36.85%-17.0pp | 202.70%-182.8pp |
| Employer contribution / active EE | $5,556 | $3,368+65.0% | $2,853+94.7% | $5,055+9.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $283 | $17,468-98.4% | $14,264-98.0% | $19,030-98.5% |