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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 | $273,868 | $136,860+100.1% | $120,344+127.6% | $154,746+77.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.68% | 21.38%-4.7pp | 20.30%-3.6pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,000 | $3,533-43.4% | $3,020-33.8% | $4,379-54.3% |
| Participant deferral / active EE | $266 | $5,793-95.4% | $5,135-94.8% | $6,730-96.0% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |