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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 | $496,784 | $173,526+186.3% | $136,072+265.1% | $145,884+240.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 16.37% | 1167.12%-1150.8pp | 580.46%-564.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $14,425 | $5,285+173.0% | $4,216+242.2% | $4,662+209.4% |
| Participant deferral / active EE | $1,898 | $8,711-78.2% | $7,028-73.0% | $6,690-71.6% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |