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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 | $302,377 | $110,551+173.5% | $80,741+274.5% | $167,536+80.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.05% | 120.57%-113.5pp | 87.30%-80.3pp | 478.82%-471.8pp |
| Employer contribution / active EE | $56 | $1,543-96.4% | $1,160-95.2% | $4,839-98.8% |
| Participant deferral / active EE | $56 | $2,870-98.0% | $2,145-97.4% | $6,342-99.1% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |