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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 | $831,106 | $118,877+599.1% | $96,570+760.6% | $167,536+396.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.02% | 50.50%-36.5pp | 37.79%-23.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $16,244 | $3,121+420.5% | $2,357+589.1% | $4,839+235.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11 | $8,069-99.9% | $6,182-99.8% | $12,315-99.9% |