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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 | $518,652 | $154,754+235.1% | $124,206+317.6% | $138,895+273.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.34% | 709.28%-692.9pp | 515.27%-498.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,415 | $4,621+168.7% | $3,968+212.9% | $6,396+94.1% |
| Admin fee / account holder | $23 | $6,690-99.7% | $5,929-99.6% | $12,562-99.8% |