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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 | $261,776 | $175,257+49.4% | $149,717+74.8% | $139,456+87.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.20% | 166.70%-146.5pp | 134.41%-114.2pp | 373.45%-353.2pp |
| Employer contribution / active EE | $37,392 | $5,477+582.8% | $4,820+675.8% | $4,753+686.8% |
| Participant deferral / active EE | $929 | $6,521-85.8% | $5,682-83.7% | $6,711-86.2% |
| Admin fee / account holder | $125 | $16,156-99.2% | $13,213-99.1% | $11,407-98.9% |