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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 | $293,921 | $95,188+208.8% | $76,518+284.1% | $135,380+117.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 79.10% | 4.85%+74.2pp | -0.27%+79.4pp | 519.81%-440.7pp |
| Employer contribution / active EE | $707 | $3,303-78.6% | $2,647-73.3% | $4,779-85.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $37 | $6,249-99.4% | $4,849-99.2% | $10,828-99.7% |