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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 | $209,422+335.0% | $178,503+410.4% | $158,982+473.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.41% | 188.81%-151.4pp | 151.12%-113.7pp | 302.99%-265.6pp |
| Employer contribution / active EE | $566 | $5,707-90.1% | $5,011-88.7% | $4,763-88.1% |
| Participant deferral / active EE | $11,678 | $5,955+96.1% | $5,202+124.5% | $5,983+95.2% |
| Admin fee / account holder | $300 | $17,079-98.2% | $13,987-97.9% | $11,252-97.3% |