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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 | $274,980 | $202,460+35.8% | $169,385+62.3% | $139,456+97.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 532.07%-521.6pp | 405.82%-395.4pp | 373.45%-363.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $14,000 | $6,938+101.8% | $6,221+125.1% | $6,711+108.6% |
| Admin fee / account holder | $228 | $10,719-97.9% | $9,011-97.5% | $11,407-98.0% |