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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 | $319,735 | $177,156+80.5% | $147,027+117.5% | $154,746+106.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.99% | 21.94%-1.9pp | 20.23%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $11,538 | $4,336+166.1% | $3,626+218.2% | $4,379+163.5% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $261 | $14,904-98.2% | $12,223-97.9% | $14,365-98.2% |