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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 | $334,778 | $93,098+259.6% | $77,081+334.3% | $134,509+148.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.57% | 62.63%-71.2pp | 42.33%-50.9pp | 418.13%-426.7pp |
| Employer contribution / active EE | $13,220 | $3,419+286.6% | $2,813+369.9% | $4,741+178.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $154 | $6,945-97.8% | $5,427-97.2% | $11,427-98.7% |