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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 | $688,969 | $129,239+433.1% | $93,419+637.5% | $158,966+333.4% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 26.54% | 118.21%-91.7pp | 78.05%-51.5pp | 302.95%-276.4pp |
| Employer contribution / active EE | $6,326 | $2,711+133.3% | $2,075+204.9% | $4,762+32.8% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |