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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 | $442,067 | $155,555+184.2% | $146,866+201.0% | $155,188+184.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.21% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $969 | $4,647-79.1% | $4,425-78.1% | $4,248-77.2% |
| Participant deferral / active EE | $969 | $8,044-88.0% | $7,759-87.5% | $6,531-85.2% |
| Admin fee / account holder | $60 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |