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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 | $333,849 | $126,661+163.6% | $113,397+194.4% | $138,895+140.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.97% | 25.05%-12.1pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,916 | $3,456-15.6% | $2,977-2.1% | $4,194-30.5% |
| Participant deferral / active EE | $257 | $5,693-95.5% | $5,076-94.9% | $6,396-96.0% |
| Admin fee / account holder | $40 | $14,549-99.7% | $11,957-99.7% | $12,562-99.7% |