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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 | $454,125 | $152,591+197.6% | $117,529+286.4% | $134,545+237.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.49% | 53.04%-68.5pp | 29.77%-45.3pp | 418.37%-433.9pp |
| Employer contribution / active EE | $15,400 | $5,576+176.2% | $4,179+268.5% | $4,742+224.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13 | $7,004-99.8% | $5,645-99.8% | $11,431-99.9% |