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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 | $387,334 | $103,008+276.0% | $90,304+328.9% | $152,897+153.3% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 26.50% | 95.22%-68.7pp | 78.13%-51.6pp | 345.43%-318.9pp |
| Employer contribution / active EE | $13,636 | $3,139+334.4% | $2,855+377.6% | $4,764+186.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $221 | $6,175-96.4% | $5,354-95.9% | $11,599-98.1% |