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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 | $254,759+246.9% | $216,567+308.0% | $198,609+344.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.41% | 10.04%+3.4pp | 12.94%+0.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $14,918 | $6,096+144.7% | $5,216+186.0% | $5,055+195.1% |
| Participant deferral / active EE | $2,025 | $6,948-70.9% | $6,191-67.3% | $6,977-71.0% |
| Admin fee / account holder | $211 | $26,311-99.2% | $21,981-99.0% | $19,030-98.9% |