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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 | $465,007 | $176,105+164.1% | $159,474+191.6% | $167,536+177.6% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 17.69% | 331.91%-314.2pp | 263.68%-246.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,848 | $7,751-24.6% | $7,353-20.5% | $6,342-7.8% |
| Admin fee / account holder | $18 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |