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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 | $402,364 | $107,363+274.8% | $92,909+333.1% | $152,897+163.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.49% | 145.63%-122.1pp | 109.44%-86.0pp | 345.43%-321.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,310 | $4,848+153.9% | $4,238+190.5% | $5,851+110.4% |
| Admin fee / account holder | $225 | $7,082-96.8% | $5,795-96.1% | $11,599-98.1% |