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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 | $255,296 | $181,062+41.0% | $158,223+61.4% | $155,188+64.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.05% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.8pp |
| Employer contribution / active EE | $8,457 | $4,565+85.3% | $4,109+105.8% | $4,248+99.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $61 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |