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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 | $339,427 | $160,028+112.1% | $147,080+130.8% | $145,884+132.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 138.66% | 98.60%+40.1pp | 420.17%-281.5pp | 551.85%-413.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,144 | $8,422+162.9% | $8,066+174.5% | $6,690+231.0% |
| Admin fee / account holder | $52 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |