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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 | $975,571 | $175,212+456.8% | $149,682+551.8% | $139,427+599.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.77% | 166.63%-125.9pp | 134.35%-93.6pp | 373.27%-332.5pp |
| Employer contribution / active EE | $752 | $5,475-86.3% | $4,818-84.4% | $4,752-84.2% |
| Participant deferral / active EE | $12,137 | $6,520+86.2% | $5,681+113.7% | $6,711+80.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |