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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 | $275,132 | $217,432+26.5% | $185,849+48.0% | $167,536+64.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.95% | 148.42%-134.5pp | 122.10%-108.1pp | 478.82%-464.9pp |
| Employer contribution / active EE | $573 | $5,875-90.2% | $5,169-88.9% | $4,839-88.2% |
| Participant deferral / active EE | $14,989 | $6,357+135.8% | $5,569+169.2% | $6,342+136.3% |
| Admin fee / account holder | $2 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |