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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 | $258,863 | $88,815+191.5% | $81,882+216.1% | $145,897+77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.64% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,000 | $4,647+308.8% | $4,323+339.5% | $6,689+184.0% |
| Admin fee / account holder | $24 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |