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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 | $894,979 | $176,077+408.3% | $159,455+461.3% | $167,518+434.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.48% | 331.83%-319.4pp | 263.63%-251.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $1,257 | $5,298-76.3% | $4,830-74.0% | $4,838-74.0% |
| Participant deferral / active EE | $1,572 | $7,751-79.7% | $7,353-78.6% | $6,342-75.2% |
| Admin fee / account holder | $140 | $12,556-98.9% | $10,800-98.7% | $12,312-98.9% |