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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 | $415,142 | $153,769+170.0% | $133,975+209.9% | $273,972+51.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.09% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,063 | $6,029-49.2% | $5,211-41.2% | $4,869-37.1% |
| Participant deferral / active EE | $2,067 | $6,958-70.3% | $6,282-67.1% | $5,287-60.9% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |