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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 | $341,801 | $175,259+95.0% | $149,723+128.3% | $139,487+145.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 22.78% | 166.82%-144.0pp | 134.50%-111.7pp | 373.84%-351.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $21,333 | $6,522+227.1% | $5,682+275.4% | $6,713+217.8% |
| Admin fee / account holder | $41 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |