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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 | $313,265 | $154,228+103.1% | $145,433+115.4% | $137,256+128.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.00% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,205 | $4,804-54.1% | $4,554-51.6% | $4,156-46.9% |
| Participant deferral / active EE | $1,204 | $8,216-85.3% | $7,897-84.8% | $6,407-81.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |