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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 | $478,027 | $99,011+382.8% | $86,582+452.1% | $147,586+223.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.19% | 1312.75%-1301.6pp | 965.08%-953.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $17,545 | $3,132+460.2% | $2,839+517.9% | $4,876+259.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $252 | $5,709-95.6% | $4,904-94.9% | $10,886-97.7% |