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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 | $266,136 | $202,345+31.5% | $172,755+54.1% | $152,885+74.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 21.33% | 1029.77%-1008.4pp | 802.94%-781.6pp | 345.39%-324.1pp |
| Employer contribution / active EE | $14,005 | $5,858+139.1% | $5,144+172.2% | $4,763+194.0% |
| Participant deferral / active EE | -$4,510 | $5,948-175.8% | $5,198-186.8% | $5,851-177.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |