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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 | $285,670 | $144,124+98.2% | $117,857+142.4% | $147,585+93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.66% | 531.17%-517.5pp | 335.09%-321.4pp | 578.57%-564.9pp |
| Employer contribution / active EE | $3,041 | $4,897-37.9% | $3,786-19.7% | $4,876-37.6% |
| Participant deferral / active EE | $1,173 | $5,316-77.9% | $4,482-73.8% | $5,439-78.4% |
| Admin fee / account holder | $64 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |