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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 | $522,221 | $154,228+238.6% | $145,433+259.1% | $137,256+280.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.51% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,812 | $4,804-20.6% | $4,554-16.3% | $4,156-8.3% |
| Participant deferral / active EE | $1,374 | $8,216-83.3% | $7,897-82.6% | $6,407-78.6% |
| Admin fee / account holder | $64 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |