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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 | $579,893 | $226,135+156.4% | $182,558+217.6% | $152,909+279.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 39.42% | 192.60%-153.2pp | 148.59%-109.2pp | 345.46%-306.0pp |
| Employer contribution / active EE | $11,000 | $4,979+120.9% | $4,076+169.9% | $4,764+130.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $10,707-99.9% | $8,594-99.8% | $11,601-99.9% |