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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 | $376,273 | $121,677+209.2% | $104,625+259.6% | $158,966+136.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.44% | 465.58%-446.1pp | 340.60%-321.2pp | 302.95%-283.5pp |
| Employer contribution / active EE | $10,000 | $3,165+216.0% | $2,681+272.9% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7 | $7,777-99.9% | $6,465-99.9% | $11,250-99.9% |