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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 | $361,991 | $175,231+106.6% | $149,696+141.8% | $139,466+159.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.68% | 166.77%-143.1pp | 134.46%-110.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $803 | $5,478-85.4% | $4,821-83.4% | $4,754-83.1% |
| Participant deferral / active EE | $11,511 | $6,521+76.5% | $5,682+102.6% | $6,712+71.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |