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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 | $255,592 | $148,629+72.0% | $135,982+88.0% | $139,487+83.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,092 | $8,102-61.8% | $7,760-60.2% | $6,713-53.9% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |