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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 | $905,243 | $227,597+297.7% | $189,575+377.5% | $167,536+440.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.50% | 78.44%-58.9pp | 64.19%-44.7pp | 478.82%-459.3pp |
| Employer contribution / active EE | $3,528 | $5,316-33.6% | $4,412-20.0% | $4,839-27.1% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $57 | $11,877-99.5% | $9,806-99.4% | $12,315-99.5% |