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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 | $350,735 | $88,996+294.1% | $78,004+349.6% | $138,895+152.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 15.87% | 28.03%-12.2pp | 31.07%-15.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,557 | $4,724+229.3% | $4,092+280.2% | $6,396+143.2% |
| Admin fee / account holder | $17 | $8,807-99.8% | $7,578-99.8% | $12,562-99.9% |