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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 | $162,136+93.2% | $152,301+105.7% | $154,746+102.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.00% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,205 | $4,890-54.9% | $4,624-52.3% | $4,379-49.7% |
| Participant deferral / active EE | $1,204 | $8,341-85.6% | $8,004-85.0% | $6,730-82.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |