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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 | $278,637 | $95,915+190.5% | $79,580+250.1% | $134,532+107.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.93% | -2.71%-10.2pp | 0.15%-13.1pp | 418.27%-431.2pp |
| Employer contribution / active EE | $4,545 | $3,129+45.3% | $2,413+88.3% | $4,741-4.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $85 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |