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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 | $459,121 | $109,863+317.9% | $98,477+366.2% | $167,518+174.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.01% | 1958.09%-1948.1pp | 1493.59%-1483.6pp | 478.71%-468.7pp |
| Employer contribution / active EE | $12,500 | $3,225+287.6% | $2,961+322.2% | $4,838+158.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $269 | $6,755-96.0% | $5,951-95.5% | $12,312-97.8% |