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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 | $385,517 | $160,070+140.8% | $147,117+162.0% | $145,897+164.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.80% | 98.69%-79.9pp | 420.54%-401.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,738 | $5,285-67.1% | $4,932-64.8% | $4,663-62.7% |
| Participant deferral / active EE | $2,369 | $8,419-71.9% | $8,065-70.6% | $6,689-64.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |