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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 | $250,594 | $254,759-1.6% | $216,567+15.7% | $198,609+26.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.75% | 10.04%+10.7pp | 12.94%+7.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $5,569 | $6,096-8.6% | $5,216+6.8% | $5,055+10.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $251 | $26,311-99.0% | $21,981-98.9% | $19,030-98.7% |