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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 | $480,065 | $202,345+137.3% | $172,755+177.9% | $152,885+214.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.23% | 1029.77%-1007.5pp | 802.94%-780.7pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,803 | $5,858-69.2% | $5,144-64.9% | $4,763-62.1% |
| Participant deferral / active EE | $1,921 | $5,948-67.7% | $5,198-63.0% | $5,851-67.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |