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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 | $317,841 | $117,444+170.6% | $99,479+219.5% | $152,909+107.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 16.88% | 31.87%-15.0pp | 30.72%-13.8pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,295 | $3,014-57.0% | $2,540-49.0% | $4,764-72.8% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $7,635-99.8% | $6,253-99.8% | $11,601-99.9% |