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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 | $441,766 | $226,090+95.4% | $182,531+142.0% | $152,885+189.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.75% | 192.57%-172.8pp | 148.57%-128.8pp | 345.39%-325.6pp |
| Employer contribution / active EE | $414 | $4,978-91.7% | $4,075-89.9% | $4,763-91.3% |
| Participant deferral / active EE | $12,500 | $6,369+96.3% | $5,525+126.2% | $5,851+113.6% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |