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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 | $594,383 | $159,978+271.5% | $147,041+304.2% | $145,978+307.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.25% | 98.36%-71.1pp | 419.21%-392.0pp | 550.52%-523.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,000 | $8,429+42.4% | $8,071+48.7% | $6,690+79.4% |
| Admin fee / account holder | $45 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |