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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 | $1,289,362 | $183,592+602.3% | $155,574+728.8% | $145,877+783.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.93% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,106 | $5,317-79.2% | $4,676-76.3% | $4,663-76.3% |
| Participant deferral / active EE | $1,560 | $6,466-75.9% | $5,629-72.3% | $6,691-76.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |