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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 | $3,001,759 | $138,114+2073.4% | $125,391+2293.9% | $134,545+2131.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 256.26% | 750.88%-494.6pp | 572.41%-316.1pp | 418.37%-162.1pp |
| Employer contribution / active EE | $793 | $5,246-84.9% | $4,816-83.5% | $4,742-83.3% |
| Participant deferral / active EE | $3,110 | $7,801-60.1% | $7,448-58.2% | $6,401-51.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |