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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 | $341,834 | $157,304+117.3% | $141,197+142.1% | $152,909+123.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.24% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,600 | $7,111+77.2% | $6,710+87.8% | $5,851+115.3% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |