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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 | $88,754+191.7% | $81,820+216.4% | $145,877+77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.64% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,000 | $4,648+308.8% | $4,323+339.5% | $6,691+184.0% |
| Admin fee / account holder | $24 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |