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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 | $256,199 | $166,268+54.1% | $165,100+55.2% | $145,897+75.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.63% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $17,754 | $5,284+236.0% | $4,348+308.3% | $4,663+280.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $245 | $16,659-98.5% | $12,696-98.1% | $13,390-98.2% |