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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 | $307,864 | $162,967+88.9% | $135,792+126.7% | $138,895+121.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.6%+2.4pp | 79.9%-4.9pp |
| Annual return | 19.50% | 30.08%-10.6pp | 25.96%-6.5pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,667 | $4,211-12.9% | $3,496+4.9% | $4,194-12.6% |
| Participant deferral / active EE | $439 | $5,640-92.2% | $4,759-90.8% | $6,396-93.1% |
| Admin fee / account holder | $20 | $15,306-99.9% | $12,266-99.8% | $12,562-99.8% |