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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 | $319,355 | $110,410+189.2% | $102,437+211.8% | $145,897+118.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $351 | $4,217-91.7% | $3,871-90.9% | $4,663-92.5% |
| Participant deferral / active EE | $8,061 | $5,622+43.4% | $5,060+59.3% | $6,689+20.5% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |