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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 | $385,617 | $127,296+202.9% | $109,907+250.9% | $167,536+130.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 40.92% | 22.97%+17.9pp | 29.46%+11.5pp | 478.82%-437.9pp |
| Employer contribution / active EE | $4,936 | $3,325+48.4% | $2,844+73.6% | $4,839+2.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |