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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 | $323,012 | $150,445+114.7% | $136,297+137.0% | $147,585+118.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.19% | 1049.14%-1030.9pp | 5156.16%-5138.0pp | 578.57%-560.4pp |
| Employer contribution / active EE | $338 | $5,256-93.6% | $4,696-92.8% | $4,876-93.1% |
| Participant deferral / active EE | $10,588 | $6,631+59.7% | $6,247+69.5% | $5,439+94.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |