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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 | $438,758 | $160,070+174.1% | $147,117+198.2% | $145,897+200.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.14% | 98.69%-79.6pp | 420.54%-401.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $1,691 | $5,285-68.0% | $4,932-65.7% | $4,663-63.7% |
| Participant deferral / active EE | $2,304 | $8,419-72.6% | $8,065-71.4% | $6,689-65.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |