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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 | $291,457 | $138,114+111.0% | $125,391+132.4% | $134,545+116.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.32% | 750.88%-758.2pp | 572.41%-579.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $1,333 | $5,246-74.6% | $4,816-72.3% | $4,742-71.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |