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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 | $426,164 | $545,454-21.9% | $534,296-20.2% | $430,769-1.1% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 9.52% | -0.06%+9.6pp | 0.02%+9.5pp | 10.77%-1.3pp |
| Employer contribution / active EE | $19,580 | $34,675-43.5% | $34,080-42.5% | $26,022-24.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $23 | $11,320-99.8% | $11,850-99.8% | $18,309-99.9% |