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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 | $482,256 | $228,352+111.2% | $185,835+159.5% | $158,966+203.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.24% | 40.81%-34.6pp | 35.96%-29.7pp | 302.95%-296.7pp |
| Employer contribution / active EE | $441 | $4,967-91.1% | $4,087-89.2% | $4,762-90.8% |
| Participant deferral / active EE | $12,500 | $6,416+94.8% | $5,633+121.9% | $5,983+108.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |