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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 | $661,498 | $99,031+568.0% | $86,597+663.9% | $147,585+348.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.14% | 1312.56%-1291.4pp | 964.96%-943.8pp | 578.57%-557.4pp |
| Employer contribution / active EE | $11,644 | $3,132+271.8% | $2,840+310.1% | $4,876+138.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $51 | $5,711-99.1% | $4,906-99.0% | $10,885-99.5% |