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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 | $356,459 | $142,392+150.3% | $119,622+198.0% | $134,532+165.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.17% | -12.46%-4.7pp | -14.98%-2.2pp | 418.27%-435.4pp |
| Employer contribution / active EE | $39,970 | $5,224+665.2% | $4,232+844.4% | $4,741+743.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |