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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 | $252,482 | $70,366+258.8% | $66,674+278.7% | $138,895+81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.79% | 386.41%-370.6pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,000 | $4,374+425.8% | $4,084+463.2% | $6,396+259.6% |
| Admin fee / account holder | $60 | $5,262-98.9% | $5,098-98.8% | $12,562-99.5% |