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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 | $466,429 | $138,114+237.7% | $125,391+272.0% | $134,545+246.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.77% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $246 | $5,246-95.3% | $4,816-94.9% | $4,742-94.8% |
| Participant deferral / active EE | $13,702 | $7,801+75.6% | $7,448+84.0% | $6,401+114.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |