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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 | $659,736 | $99,644+562.1% | $86,438+663.3% | $134,532+390.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.16% | 6787.26%-6802.4pp | 4397.19%-4412.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,875 | $7,247+174.2% | $6,952+185.9% | $6,401+210.5% |
| Admin fee / account holder | $262 | $8,375-96.9% | $6,733-96.1% | $11,429-97.7% |