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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 | $319,977 | $209,428+52.8% | $178,498+79.3% | $158,950+101.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.09% | 188.78%-159.7pp | 151.09%-122.0pp | 302.91%-273.8pp |
| Employer contribution / active EE | $6,985 | $5,707+22.4% | $5,011+39.4% | $4,762+46.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |