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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 | $287,829 | $135,956+111.7% | $123,894+132.3% | $273,972+5.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.96% | 56.63%-42.7pp | 47.52%-33.6pp | 41.46%-27.5pp |
| Employer contribution / active EE | $2,530 | $5,170-51.1% | $4,617-45.2% | $4,869-48.0% |
| Participant deferral / active EE | $1,450 | $6,343-77.1% | $5,984-75.8% | $5,287-72.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |