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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 | $435,718 | $176,120+147.4% | $159,487+173.2% | $167,553+160.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.64% | 331.95%-303.3pp | 263.71%-235.1pp | 478.89%-450.3pp |
| Employer contribution / active EE | $660 | $5,299-87.5% | $4,831-86.3% | $4,840-86.4% |
| Participant deferral / active EE | $5,880 | $7,752-24.1% | $7,354-20.0% | $6,343-7.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |