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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 | $500,433 | $114,119+338.5% | $107,187+366.9% | $138,895+260.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.14% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $8,479 | $4,059+108.9% | $3,782+124.2% | $4,194+102.1% |
| Participant deferral / active EE | $1,095 | $5,538-80.2% | $5,096-78.5% | $6,396-82.9% |
| Admin fee / account holder | $255 | $10,024-97.5% | $9,162-97.2% | $12,562-98.0% |