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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 | $302,061 | $160,070+88.7% | $147,117+105.3% | $145,897+107.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.61% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,174 | $5,285-77.8% | $4,932-76.2% | $4,663-74.8% |
| Participant deferral / active EE | $2,077 | $8,419-75.3% | $8,065-74.2% | $6,689-69.0% |
| Admin fee / account holder | $9 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |