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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 | $431,080 | $227,399+89.6% | $189,758+127.2% | $198,609+117.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.54% | 61.03%-44.5pp | 52.62%-36.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,037 | $6,837-41.0% | $5,856-31.1% | $6,977-42.1% |
| Admin fee / account holder | $60 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |