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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 | $446,336 | $129,959+243.4% | $104,301+327.9% | $134,532+231.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -16.93% | 42.04%-59.0pp | 24.61%-41.5pp | 418.27%-435.2pp |
| Employer contribution / active EE | $11,597 | $4,185+177.1% | $3,373+243.8% | $4,741+144.6% |
| Participant deferral / active EE | $1,088 | $5,589-80.5% | $4,626-76.5% | $6,401-83.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |