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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 | $911,090 | $209,405+335.1% | $178,486+410.5% | $158,931+473.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.41% | 188.77%-151.4pp | 151.08%-113.7pp | 302.86%-265.4pp |
| Employer contribution / active EE | $566 | $5,707-90.1% | $5,011-88.7% | $4,761-88.1% |
| Participant deferral / active EE | $11,678 | $5,954+96.1% | $5,202+124.5% | $5,982+95.2% |
| Admin fee / account holder | $300 | $17,076-98.2% | $13,985-97.9% | $11,247-97.3% |