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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 | $396,934 | $92,766+327.9% | $82,763+379.6% | $134,545+195.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.79% | 946.97%-961.8pp | 702.45%-717.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $9,586 | $3,273+192.9% | $3,008+218.7% | $4,742+102.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32 | $5,978-99.5% | $5,325-99.4% | $11,431-99.7% |