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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 | $359,911 | $176,077+104.4% | $159,455+125.7% | $167,518+114.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.47% | 331.83%-306.4pp | 263.63%-238.2pp | 478.71%-453.2pp |
| Employer contribution / active EE | $4,609 | $5,298-13.0% | $4,830-4.6% | $4,838-4.7% |
| Participant deferral / active EE | $100 | $7,751-98.7% | $7,353-98.6% | $6,342-98.4% |
| Admin fee / account holder | $61 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |