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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 | $883,657 | $178,174+396.0% | $156,181+465.8% | $137,256+543.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.41% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $14,918 | $4,972+200.1% | $4,294+247.4% | $4,156+259.0% |
| Participant deferral / active EE | $2,025 | $6,888-70.6% | $6,132-67.0% | $6,407-68.4% |
| Admin fee / account holder | $211 | $17,404-98.8% | $14,586-98.6% | $12,270-98.3% |