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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 | $262,018 | $97,729+168.1% | $83,830+212.6% | $135,379+93.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.87% | 1287.52%-1293.4pp | 850.97%-856.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $12,500 | $4,222+196.1% | $3,631+244.3% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $96 | $6,674-98.6% | $5,479-98.2% | $10,828-99.1% |