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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 | $604,808 | $106,918+465.7% | $84,021+619.8% | $152,897+295.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 38.77% | 105.01%-66.2pp | 71.32%-32.6pp | 345.43%-306.7pp |
| Employer contribution / active EE | $9,680 | $2,735+253.9% | $1,984+388.0% | $4,764+103.2% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5 | $8,288-99.9% | $6,102-99.9% | $11,599-100.0% |