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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 | $653,658 | $167,352+290.6% | $143,788+354.6% | $134,509+386.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.52% | 0.47%+7.1pp | -0.03%+7.6pp | 418.13%-410.6pp |
| Employer contribution / active EE | $14,492 | $5,620+157.9% | $4,952+192.7% | $4,741+205.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |