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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 | $302,286 | $56,197+437.9% | $67,652+346.8% | $59,633+406.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 296.83% | 18508.10%-18211.3pp | 6625.40%-6328.6pp | 2041.45%-1744.6pp |
| Employer contribution / active EE | $533 | $1,615-67.0% | $2,266-76.5% | $2,203-75.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $182 | $3,958-95.4% | $4,821-96.2% | $4,297-95.8% |