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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 | $610,591 | $78,694+675.9% | $67,652+802.5% | $125,393+386.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.22% | 9.46%-7.2pp | 6625.04%-6622.8pp | 282.23%-280.0pp |
| Employer contribution / active EE | $45,358 | $3,044+1390.2% | $2,266+1902.1% | $4,866+832.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |