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Employer 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 | $569,831 | $67,823+740.2% | $52,425+987.0% | $137,256+315.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 27.81% | 219.11%-191.3pp | 302.12%-274.3pp | 220.34%-192.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,058 | $2,288+733.0% | $1,790+964.4% | $6,407+197.5% |
| Admin fee / account holder | $111 | $2,844-96.1% | $2,495-95.5% | $12,270-99.1% |