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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 | $366,763 | $171,492+113.9% | $150,734+143.3% | $198,609+84.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.18% | 804.70%-791.5pp | 600.81%-587.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $32,334 | $5,470+491.1% | $4,918+557.4% | $5,055+539.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $153 | $17,628-99.1% | $14,905-99.0% | $19,030-99.2% |