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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 | $342,357 | $138,075+147.9% | $123,552+177.1% | $135,379+152.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 7.71% | 153.70%-146.0pp | 119.20%-111.5pp | 519.79%-512.1pp |
| Employer contribution / active EE | $9,744 | $5,152+89.1% | $4,628+110.5% | $4,779+103.9% |
| Participant deferral / active EE | $1,771 | $6,800-74.0% | $6,426-72.4% | $5,609-68.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |