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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 | $339,831 | $88,710+283.1% | $81,783+315.5% | $145,959+132.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.06% | 1027.26%-1002.2pp | 775.05%-750.0pp | 561.95%-536.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,200 | $4,645+12.0% | $4,320+20.4% | $6,689-22.3% |
| Admin fee / account holder | $90 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |