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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 | $138,068+111.1% | $125,358+132.5% | $134,493+116.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.32% | 750.30%-757.6pp | 572.03%-579.4pp | 418.01%-425.3pp |
| Employer contribution / active EE | $1,333 | $5,244-74.6% | $4,814-72.3% | $4,740-71.9% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |