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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 | $926,260 | $226,105+309.7% | $182,540+407.4% | $152,897+505.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.35% | 192.58%-173.2pp | 148.58%-129.2pp | 345.43%-326.1pp |
| Employer contribution / active EE | $14,136 | $4,978+183.9% | $4,076+246.8% | $4,764+196.7% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33 | $10,706-99.7% | $8,593-99.6% | $11,599-99.7% |