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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 | $425,713 | $197,637+115.4% | $177,848+139.4% | $158,982+167.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 105.91% | 58.77%+47.1pp | 48.33%+57.6pp | 302.99%-197.1pp |
| Employer contribution / active EE | $594 | $6,698-91.1% | $5,919-90.0% | $4,763-87.5% |
| Participant deferral / active EE | $15,167 | $8,405+80.5% | $7,714+96.6% | $5,983+153.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |