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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 | $363,847 | $95,188+282.2% | $76,518+375.5% | $135,380+168.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.42% | 4.85%-13.3pp | -0.27%-8.2pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,353 | $4,640+209.3% | $3,836+274.2% | $5,609+155.9% |
| Admin fee / account holder | $125 | $6,249-98.0% | $4,849-97.4% | $10,828-98.8% |