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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 | $389,564 | $227,399+71.3% | $189,758+105.3% | $198,609+96.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 15.27% | 61.03%-45.8pp | 52.62%-37.4pp | 202.70%-187.4pp |
| Employer contribution / active EE | $5,000 | $5,526-9.5% | $4,767+4.9% | $5,055-1.1% |
| Participant deferral / active EE | $2,615 | $6,837-61.8% | $5,856-55.3% | $6,977-62.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |