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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 | $481,717 | $169,356+184.4% | $129,406+272.3% | $145,897+230.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.66% | 14418.62%-14404.0pp | 9468.18%-9453.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $10,963 | $5,542+97.8% | $4,155+163.8% | $4,663+135.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50 | $9,915-99.5% | $7,689-99.3% | $13,390-99.6% |