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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 | $169,336+184.5% | $129,384+272.3% | $145,884+230.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.66% | 14408.70%-14394.0pp | 9461.77%-9447.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $10,963 | $5,540+97.9% | $4,153+163.9% | $4,662+135.1% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $50 | $9,912-99.5% | $7,686-99.3% | $13,392-99.6% |