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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 | $710,473 | $69,274+925.6% | $64,097+1008.4% | $139,487+409.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.23% | 46.00%-30.8pp | 33.75%-18.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $75 | $3,187-97.6% | $2,750-97.3% | $4,755-98.4% |
| Participant deferral / active EE | $18,750 | $4,685+300.2% | $3,881+383.1% | $6,713+179.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |