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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 | $277,546 | $202,342+37.2% | $172,753+60.7% | $152,909+81.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 26.93% | 1029.88%-1002.9pp | 803.00%-776.1pp | 345.46%-318.5pp |
| Employer contribution / active EE | $741 | $5,857-87.4% | $5,144-85.6% | $4,764-84.5% |
| Participant deferral / active EE | $7,332 | $5,948+23.3% | $5,198+41.1% | $5,851+25.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |