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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 | $161,352+98.2% | $134,172+138.3% | $137,256+132.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.99% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $11,538 | $4,099+181.5% | $3,420+237.4% | $4,156+177.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $261 | $15,028-98.3% | $12,016-97.8% | $12,270-97.9% |