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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 | $278,146 | $102,595+171.1% | $94,057+195.7% | $154,746+79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.75% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,550 | $5,118-30.6% | $4,709-24.6% | $6,730-47.3% |
| Admin fee / account holder | $120 | $7,736-98.4% | $7,244-98.3% | $14,365-99.2% |