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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 | $320,914 | $180,466+77.8% | $154,114+108.2% | $135,382+137.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.86% | 888.15%-896.0pp | 735.16%-743.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $984 | $6,035-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $2,634 | $5,806-54.6% | $5,081-48.2% | $5,609-53.0% |
| Admin fee / account holder | $12 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |