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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 | $373,911 | $102,547+264.6% | $78,210+378.1% | $147,586+153.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 245.09% | 51.08%+194.0pp | 40.90%+204.2pp | 578.59%-333.5pp |
| Employer contribution / active EE | $340 | $2,617-87.0% | $2,034-83.3% | $4,876-93.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19 | $5,059-99.6% | $3,758-99.5% | $10,886-99.8% |