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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 | $444,633 | $198,457+124.0% | $170,435+160.9% | $147,586+201.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.55% | 257.30%-243.8pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $17,188 | $6,183+178.0% | $5,432+216.4% | $4,876+252.5% |
| Participant deferral / active EE | $1,800 | $5,629-68.0% | $4,939-63.6% | $5,439-66.9% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |