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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 | $677,789 | $185,883+264.6% | $170,043+298.6% | $139,466+386.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 60.54%-44.8pp | 53.40%-37.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $5,172 | $7,596-31.9% | $6,790-23.8% | $4,754+8.8% |
| Participant deferral / active EE | $1,200 | $11,626-89.7% | $10,410-88.5% | $6,712-82.1% |
| Admin fee / account holder | $50 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |