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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 | $541,022 | $124,314+335.2% | $109,163+395.6% | $167,518+223.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.19% | 26.04%-6.9pp | 25.75%-6.6pp | 478.71%-459.5pp |
| Employer contribution / active EE | $13,434 | $4,209+219.2% | $3,723+260.9% | $4,838+177.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $40 | $7,973-99.5% | $6,754-99.4% | $12,312-99.7% |