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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 | $276,938 | $138,114+100.5% | $125,391+120.9% | $134,545+105.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.44% | 750.88%-761.3pp | 572.41%-582.9pp | 418.37%-428.8pp |
| Employer contribution / active EE | $535 | $5,246-89.8% | $4,816-88.9% | $4,742-88.7% |
| Participant deferral / active EE | $13,975 | $7,801+79.1% | $7,448+87.6% | $6,401+118.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |