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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 | $420,416 | $142,409+195.2% | $119,634+251.4% | $134,545+212.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $16,591 | $5,224+217.6% | $4,232+292.0% | $4,742+249.9% |
| Participant deferral / active EE | $1,775 | $6,468-72.6% | $5,601-68.3% | $6,401-72.3% |
| Admin fee / account holder | $177 | $13,594-98.7% | $10,329-98.3% | $11,431-98.5% |