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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 | $404,519 | $209,874+92.7% | $189,537+113.4% | $167,536+141.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.40% | 748.61%-736.2pp | 555.34%-542.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,375 | $8,934+27.3% | $8,220+38.4% | $6,342+79.4% |
| Admin fee / account holder | $10 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |