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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 | $540,137 | $109,872+391.6% | $98,483+448.5% | $167,536+222.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 43.27% | 1959.31%-1916.0pp | 1494.38%-1451.1pp | 478.82%-435.5pp |
| Employer contribution / active EE | $10,628 | $3,225+229.5% | $2,961+259.0% | $4,839+119.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $50 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |