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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 | $277,096 | $108,882+154.5% | $96,754+186.4% | $154,746+79.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 13.84% | 98.39%-84.5pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $621 | $3,018-79.4% | $2,679-76.8% | $4,379-85.8% |
| Participant deferral / active EE | $975 | $5,323-81.7% | $4,758-79.5% | $6,730-85.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |