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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 | $328,402 | $134,001+145.1% | $112,258+192.5% | $134,509+144.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.04% | 47.15%-61.2pp | 27.47%-41.5pp | 418.13%-432.2pp |
| Employer contribution / active EE | $16,618 | $4,039+311.4% | $3,636+357.1% | $4,741+250.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $230 | $7,491-96.9% | $6,411-96.4% | $11,427-98.0% |