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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 | $910,405 | $162,821+459.1% | $133,978+579.5% | $158,982+472.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.84% | 41.95%-28.1pp | 45.10%-31.3pp | 302.99%-289.1pp |
| Employer contribution / active EE | $5,500 | $4,976+10.5% | $3,919+40.3% | $4,763+15.5% |
| Participant deferral / active EE | $1,000 | $5,910-83.1% | $5,047-80.2% | $5,983-83.3% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |