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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 | $633,914 | $160,059+296.1% | $140,019+352.7% | $135,382+368.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.51% | 911.44%-909.9pp | 651.15%-649.6pp | 519.77%-518.3pp |
| Employer contribution / active EE | $2,173 | $6,420-66.2% | $5,605-61.2% | $4,779-54.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $94 | $13,328-99.3% | $10,705-99.1% | $10,829-99.1% |