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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 | $450,044 | $176,105+155.6% | $159,474+182.2% | $167,536+168.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.79% | 331.91%-315.1pp | 263.68%-246.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $24,375 | $7,751+214.5% | $7,353+231.5% | $6,342+284.3% |
| Admin fee / account holder | $30 | $12,559-99.8% | $10,802-99.7% | $12,315-99.8% |