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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 | $473,663 | $176,077+169.0% | $159,455+197.1% | $167,518+182.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.93% | 331.83%-319.9pp | 263.63%-251.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $2,965 | $5,298-44.0% | $4,830-38.6% | $4,838-38.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |