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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 | $413,463 | $152,651+170.9% | $105,218+293.0% | $125,388+229.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | 44.21% | 8.24%+36.0pp | 5.33%+38.9pp | 282.24%-238.0pp |
| Employer contribution / active EE | $1,253 | $4,802-73.9% | $3,255-61.5% | $4,866-74.3% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |