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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 | $373,768 | $175,231+113.3% | $149,696+149.7% | $139,466+168.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.89% | 166.77%-140.9pp | 134.46%-108.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |