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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 | $707,345 | $157,829+348.2% | $136,867+416.8% | $198,609+256.2% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 8.24% | 51.25%-43.0pp | 42.97%-34.7pp | 202.70%-194.5pp |
| Employer contribution / active EE | $7,316 | $3,923+86.5% | $3,547+106.3% | $5,055+44.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $233 | $11,107-97.9% | $10,340-97.7% | $19,030-98.8% |