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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 | $900,517 | $165,912+442.8% | $122,342+636.1% | $147,585+510.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.77% | 34.55%-15.8pp | 30.28%-11.5pp | 578.56%-559.8pp |
| Employer contribution / active EE | $34,651 | $5,754+502.2% | $4,051+755.4% | $4,876+610.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $7,424-99.5% | $5,478-99.3% | $10,885-99.6% |