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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 | $295,488 | $156,398+88.9% | $147,318+100.6% | $138,895+112.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.22% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $18,494 | $4,853+281.1% | $4,593+302.7% | $4,194+340.9% |
| Participant deferral / active EE | $2,386 | $8,237-71.0% | $7,906-69.8% | $6,396-62.7% |
| Admin fee / account holder | $61 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |