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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 | $284,652 | $92,684+207.1% | $82,706+244.2% | $134,509+111.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.21% | 945.84%-962.0pp | 701.76%-718.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $10,217 | $3,272+212.3% | $3,007+239.7% | $4,741+115.5% |
| Participant deferral / active EE | $649 | $4,800-86.5% | $4,394-85.2% | $6,400-89.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |