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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 | $88,778+282.8% | $81,844+315.2% | $145,884+132.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.06% | 1033.03%-1008.0pp | 778.87%-753.8pp | 551.85%-526.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,200 | $4,648+11.9% | $4,323+20.3% | $6,690-22.3% |
| Admin fee / account holder | $90 | $8,430-98.9% | $7,355-98.8% | $13,392-99.3% |