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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 | $566,766 | $288,797+96.3% | $239,577+136.6% | $382,429+48.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 9.12% | -3.30%+12.4pp | -0.70%+9.8pp | 248.85%-239.7pp |
| Employer contribution / active EE | $3,500 | $8,558-59.1% | $7,232-51.6% | $8,036-56.4% |
| Participant deferral / active EE | $18,064 | $6,420+181.4% | $5,676+218.2% | $5,727+215.4% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |