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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 | $252,026 | $90,614+178.1% | $76,089+231.2% | $145,877+72.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.03% | 623.80%-613.8pp | 360.94%-350.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $137 | $3,324-95.9% | $2,690-94.9% | $4,663-97.1% |
| Participant deferral / active EE | $15,657 | $5,168+203.0% | $4,259+267.6% | $6,691+134.0% |
| Admin fee / account holder | $15 | $8,376-99.8% | $6,418-99.8% | $13,402-99.9% |