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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 | $466,145 | $201,264+131.6% | $184,185+153.1% | $145,978+219.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.76% | 29.00%-7.2pp | 28.81%-7.1pp | 550.52%-528.8pp |
| Employer contribution / active EE | $2,243 | $7,021-68.0% | $6,426-65.1% | $4,662-51.9% |
| Participant deferral / active EE | $1,656 | $9,806-83.1% | $9,132-81.9% | $6,690-75.2% |
| Admin fee / account holder | $186 | $16,376-98.9% | $13,909-98.7% | $13,400-98.6% |