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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 | $338,529 | $209,422+61.6% | $178,503+89.6% | $158,982+112.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 19.63% | 188.81%-169.2pp | 151.12%-131.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,058 | $5,707-81.5% | $5,011-78.9% | $4,763-77.8% |
| Participant deferral / active EE | $12,188 | $5,955+104.7% | $5,202+134.3% | $5,983+103.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |