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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 | $548,159 | $175,231+212.8% | $149,696+266.2% | $139,466+293.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.08% | 166.77%-140.7pp | 134.46%-108.4pp | 373.66%-347.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $27,000 | $6,521+314.0% | $5,682+375.2% | $6,712+302.3% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |