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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 | $565,397 | $198,461+184.9% | $170,436+231.7% | $147,585+283.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 39.42% | 257.30%-217.9pp | 205.94%-166.5pp | 578.57%-539.1pp |
| Employer contribution / active EE | $8,625 | $6,184+39.5% | $5,433+58.8% | $4,876+76.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $101 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |