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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 | $356,480 | $147,556+141.6% | $129,031+176.3% | $198,609+79.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 7.31% | 37.41%-30.1pp | 34.67%-27.4pp | 202.70%-195.4pp |
| Employer contribution / active EE | $37,920 | $3,645+940.4% | $3,226+1075.4% | $5,055+650.1% |
| Participant deferral / active EE | $1,500 | $5,760-74.0% | $5,217-71.2% | $6,977-78.5% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |