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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 | $603,250 | $198,457+204.0% | $170,435+253.9% | $147,586+308.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 46.59% | 257.30%-210.7pp | 205.94%-159.3pp | 578.59%-532.0pp |
| Employer contribution / active EE | $835 | $6,183-86.5% | $5,432-84.6% | $4,876-82.9% |
| Participant deferral / active EE | $7,535 | $5,629+33.9% | $4,939+52.5% | $5,439+38.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |