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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 | $276,679 | $124,330+122.5% | $109,173+153.4% | $167,536+65.1% |
| Participation rate | 94.1% | 79.5%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 15.97% | 26.04%-10.1pp | 25.75%-9.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $7,353 | $4,209+74.7% | $3,723+97.5% | $4,839+51.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |