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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 | $447,909 | $183,988+143.4% | $162,177+176.2% | $152,897+192.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 39.47% | 150.79%-111.3pp | 115.60%-76.1pp | 345.43%-306.0pp |
| Employer contribution / active EE | $1,204 | $6,370-81.1% | $5,613-78.5% | $4,764-74.7% |
| Participant deferral / active EE | $12,250 | $8,032+52.5% | $7,297+67.9% | $5,851+109.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |