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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 | $536,453 | $90,486+492.9% | $78,676+581.9% | $273,972+95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.27% | 75.62%-63.4pp | 62.19%-49.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $11,205 | $3,175+252.9% | $2,850+293.1% | $4,869+130.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $51 | $5,263-99.0% | $4,510-98.9% | $10,133-99.5% |