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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 | $650,780 | $185,856+250.2% | $170,028+282.7% | $139,456+366.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.53% | 60.52%-45.0pp | 53.39%-37.9pp | 373.45%-357.9pp |
| Employer contribution / active EE | $9,857 | $7,593+29.8% | $6,788+45.2% | $4,753+107.4% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |