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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 | $212,777+50.3% | $173,703+84.1% | $198,609+61.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.99% | 18.82%+1.2pp | 17.46%+2.5pp | 202.70%-182.7pp |
| Employer contribution / active EE | $11,538 | $5,214+121.3% | $4,288+169.1% | $5,055+128.2% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $261 | $19,536-98.7% | $15,562-98.3% | $19,030-98.6% |