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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 | $486,677 | $176,786+175.3% | $146,643+231.9% | $167,536+190.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.76% | 24.04%-4.3pp | 22.75%-3.0pp | 478.82%-459.1pp |
| Employer contribution / active EE | $13,074 | $5,161+153.3% | $4,137+216.1% | $4,839+170.2% |
| Participant deferral / active EE | $1,420 | $6,440-78.0% | $5,506-74.2% | $6,342-77.6% |
| Admin fee / account holder | $179 | $13,262-98.6% | $10,280-98.3% | $12,315-98.5% |