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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 | $278,865 | $111,830+149.4% | $93,696+197.6% | $145,884+91.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 22.43% | 204.08%-181.7pp | 133.74%-111.3pp | 551.85%-529.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,456 | $4,920+112.5% | $4,417+136.7% | $6,690+56.3% |
| Admin fee / account holder | $98 | $10,249-99.0% | $8,287-98.8% | $13,392-99.3% |