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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 | $376,414 | $217,432+73.1% | $185,849+102.5% | $167,536+124.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 51.11% | 148.42%-97.3pp | 122.10%-71.0pp | 478.82%-427.7pp |
| Employer contribution / active EE | $1,085 | $5,875-81.5% | $5,169-79.0% | $4,839-77.6% |
| Participant deferral / active EE | $5,619 | $6,357-11.6% | $5,569+0.9% | $6,342-11.4% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |