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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 | $320,842 | $96,643+232.0% | $86,617+270.4% | $139,456+130.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.01% | 106.57%-88.6pp | 591.91%-573.9pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,406 | $4,835+177.3% | $4,437+202.1% | $6,711+99.8% |
| Admin fee / account holder | $120 | $6,406-98.1% | $5,613-97.9% | $11,407-98.9% |