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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 | $306,650 | $112,892+171.6% | $90,956+237.1% | $158,931+92.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.37% | 215.80%-198.4pp | 134.60%-117.2pp | 302.86%-285.5pp |
| Employer contribution / active EE | $15,937 | $2,893+450.9% | $2,122+651.1% | $4,761+234.7% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,042-100.0% | $5,959-100.0% | $11,247-100.0% |