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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 | $100,911+155.0% | $90,440+184.5% | $158,966+61.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.22% | 1726.62%-1716.4pp | 1294.38%-1284.2pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,000 | $4,348+199.0% | $3,964+228.0% | $5,983+117.3% |
| Admin fee / account holder | $12 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |