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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 | $267,679 | $134,817+98.6% | $123,973+115.9% | $155,188+72.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.59% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $13,003 | $4,425+193.8% | $4,126+215.2% | $4,248+206.1% |
| Participant deferral / active EE | $1,573 | $5,706-72.4% | $5,247-70.0% | $6,531-75.9% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |