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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 | $514,536 | $165,381+211.1% | $149,730+243.6% | $158,966+223.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.90% | 348.29%-326.4pp | 276.70%-254.8pp | 302.95%-281.1pp |
| Employer contribution / active EE | $313 | $5,104-93.9% | $4,645-93.3% | $4,762-93.4% |
| Participant deferral / active EE | $6,333 | $7,182-11.8% | $6,843-7.4% | $5,983+5.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |