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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 | $257,304 | $100,895+155.0% | $90,430+184.5% | $158,950+61.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.22% | 1725.54%-1715.3pp | 1293.73%-1283.5pp | 302.91%-292.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,000 | $4,347+199.0% | $3,963+228.1% | $5,983+117.3% |
| Admin fee / account holder | $12 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |