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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 | $846,604 | $197,637+328.4% | $177,848+376.0% | $158,982+432.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.08% | 58.77%-41.7pp | 48.33%-31.2pp | 302.99%-285.9pp |
| Employer contribution / active EE | $13,538 | $6,698+102.1% | $5,919+128.7% | $4,763+184.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |