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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 | $330,369 | $165,381+99.8% | $149,730+120.6% | $158,966+107.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.07% | 348.29%-334.2pp | 276.70%-262.6pp | 302.95%-288.9pp |
| Employer contribution / active EE | $180 | $5,104-96.5% | $4,645-96.1% | $4,762-96.2% |
| Participant deferral / active EE | $2,930 | $7,182-59.2% | $6,843-57.2% | $5,983-51.0% |
| Admin fee / account holder | $88 | $10,809-99.2% | $9,310-99.1% | $11,250-99.2% |