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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 | $451,990 | $202,345+123.4% | $172,755+161.6% | $152,885+195.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.56% | 1029.77%-1013.2pp | 802.94%-786.4pp | 345.39%-328.8pp |
| Employer contribution / active EE | $13,381 | $5,858+128.4% | $5,144+160.1% | $4,763+180.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |