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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 | $286,016 | $115,917+146.7% | $100,535+184.5% | $158,982+79.9% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 11.34% | 34.80%-23.5pp | 30.90%-19.6pp | 302.99%-291.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,851 | $6,677+62.5% | $6,271+73.0% | $5,983+81.3% |
| Admin fee / account holder | $9 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |