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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 | $277,185 | $107,363+158.2% | $92,909+198.3% | $152,897+81.3% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.5%-11.9pp |
| Annual return | 18.09% | 145.63%-127.5pp | 109.44%-91.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $3,329 | $4,222-21.2% | $3,653-8.9% | $4,764-30.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |