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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 | $575,796 | $138,072+317.0% | $123,549+366.0% | $135,382+325.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.73% | 153.69%-158.4pp | 119.20%-123.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $18,333 | $5,152+255.9% | $4,628+296.1% | $4,779+283.6% |
| Participant deferral / active EE | $859 | $6,799-87.4% | $6,426-86.6% | $5,609-84.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |