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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 | $380,830 | $202,342+88.2% | $172,752+120.4% | $152,897+149.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 28.25% | 1029.83%-1001.6pp | 802.97%-774.7pp | 345.43%-317.2pp |
| Employer contribution / active EE | $8,148 | $5,858+39.1% | $5,144+58.4% | $4,764+71.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |