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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 | $542,179 | $156,970+245.4% | $121,210+347.3% | $139,487+288.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 1477.10%-1460.8pp | 987.41%-971.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $20,856 | $5,546+276.1% | $4,171+400.0% | $4,755+338.6% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13 | $6,947-99.8% | $5,647-99.8% | $11,407-99.9% |