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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 | $1,050,280 | $160,070+556.1% | $147,117+613.9% | $145,897+619.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.50% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $659 | $5,285-87.5% | $4,932-86.6% | $4,663-85.9% |
| Participant deferral / active EE | $12,901 | $8,419+53.2% | $8,065+60.0% | $6,689+92.9% |
| Admin fee / account holder | $63 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |